| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Horan Wealth LLC Horan Wealth LLC | 279,520 | $33.37M | $40.82M | $7.45M | 22.31% |
| RFW Rainier Family Wealth Inc. Rainier Family Wealth Inc. | 2,992 | $360,929.88 | $436,891.85 | $75,961.97 | 21.05% |
| ML Maseco LLP Maseco LLP | 4,758 | $571,961.44 | $694,763.18 | $122,801.74 | 21.47% |
James V. Thompson Jr. Bulwark Capital Corp | 272 | $29,727 | $39,717.44 | $9,990.44 | 33.61% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 3,159 | $345,564.75 | $461,277.19 | $115,712.44 | 33.49% |
Jon Lewis Midwest Trust Co | 200,793 | $21.94M | $29.32M | $7.38M | 33.61% |
| LAM LOM Asset Management Ltd. LOM Asset Management Ltd. | 20,226 | $2.24M | $2.95M | $716,596.08 | 32.04% |
| RLV Ronald L. Valpey Valpey Financial Services LLC | 11,649 | $1.4M | $1.7M | $301,010.21 | 21.5% |
Nathaniel W. Klitzing Cambridge Capital Management LLC | 178,661 | $19.6M | $26.09M | $6.49M | 33.13% |
Heydon Traub Traub Capital Management LLC | 3,543 | $388,521.61 | $517,348.87 | $128,827.26 | 33.16% |
Lauren Sterling NerdWallet Wealth Partners LLC | 22,810 | $2.94M | $3.33M | $390,923.92 | 13.3% |
Winnow Wealth LLC Winnow Wealth LLC | 1,979 | $244,861.77 | $288,973.59 | $44,111.82 | 18.01% |
Erik Bonnett Tripletail Wealth Management LLC | 593 | $71,139.11 | $86,589.86 | $15,450.75 | 21.72% |
Molly Wheeler Burk Holdings LLC | 2,654 | $318,899 | $387,537.09 | $68,638.09 | 21.52% |
Adam Scott Argyle Capital Partners LLC | 20,854 | $2.36M | $3.05M | $688,002.29 | 29.19% |
Boreal Capital Management LLC Boreal Capital Management LLC | 150 | $16,393 | $21,903 | $5,510 | 33.61% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 458 | $53,004.16 | $66,877.16 | $13,873 | 26.17% |
| CTC Caldwell Trust Co Caldwell Trust Co | 97,715 | $9.26M | $14.27M | $5.01M | 54.09% |
| FFL Farnam Financial LLC Farnam Financial LLC | 8,592 | $999,764.34 | $1.25M | $254,839.53 | 25.49% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 8,686 | $1.07M | $1.27M | $195,516.99 | 18.22% |