| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Birchbrook Inc. Birchbrook Inc. | 50,738 | $5.79M | $6.92M | $1.13M | 19.55% |
Horan Wealth LLC Horan Wealth LLC | 237,740 | $28.47M | $32.6M | $4.14M | 14.54% |
Rainier Family Wealth Inc. Rainier Family Wealth Inc. | 2,992 | $360,929.88 | $409,784.35 | $48,854.47 | 13.54% |
Maseco LLP Maseco LLP | 5,570 | $692,396.21 | $759,692.3 | $67,296.09 | 9.72% |
James V. Thompson Jr. Bulwark Capital Corp | 272 | $29,727 | $37,244.96 | $7,517.96 | 25.29% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 2,760 | $301,963.76 | $375,677.4 | $73,713.64 | 24.41% |
Jon Lewis Midwest Trust Co | 194,652 | $21.27M | $26.45M | $5.18M | 24.33% |
LOM Asset Management Ltd. LOM Asset Management Ltd. | 23,703 | $2.75M | $3.24M | $483,455.17 | 17.56% |
| RLV Ronald L. Valpey Valpey Financial Services LLC | 11,582 | $1.39M | $1.58M | $191,566.28 | 13.76% |
Nathaniel W. Klitzing Cambridge Capital Management LLC | 179,908 | $19.78M | $24.59M | $4.81M | 24.31% |
Heydon Traub Traub Capital Management LLC | 3,558 | $390,746.26 | $491,075.16 | $100,328.9 | 25.68% |
Lauren Sterling NerdWallet Wealth Partners LLC | 22,810 | $2.94M | $3.12M | $175,369.33 | 5.97% |
Winnow Wealth LLC Winnow Wealth LLC | 2,086 | $293,701.18 | $286,178.34 | -$7,522.84 | -2.56% |
Erik Bonnett Tripletail Wealth Management LLC | 593 | $71,139.11 | $80,956.36 | $9,817.25 | 13.8% |
Molly Wheeler Burk Holdings LLC | 2,654 | $318,899 | $360,758.22 | $41,859.22 | 13.13% |
Adam Scott Argyle Capital Partners LLC | 19,953 | $2.25M | $2.74M | $489,255.26 | 21.71% |
Boreal Capital Management LLC Boreal Capital Management LLC | 150 | $16,393 | $20,367 | $3,974 | 24.24% |
Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 458 | $53,004.16 | $62,338.38 | $9,334.22 | 17.61% |
Caldwell Trust Co Caldwell Trust Co | 101,419 | $9.81M | $13.78M | $3.97M | 40.44% |
Farnam Financial LLC Farnam Financial LLC | 7,035 | $817,656.64 | $959,574 | $141,917.36 | 17.36% |