| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JRM Joanie R. Morioka Kondo Wealth Advisors Inc. | 3,265 | $342,935.59 | $404,957.95 | $62,022.36 | 18.09% |
Steven T. Cox Providence Financial Advisors LLC | 5,180 | $606,847.95 | $640,196.2 | $33,348.25 | 5.5% |
Horan Wealth LLC Horan Wealth LLC | 66,320 | $7.42M | $8.14M | $715,479.63 | 9.64% |
Rainier Family Wealth Inc. Rainier Family Wealth Inc. | 5,328 | $538,308.56 | $662,083.92 | $123,775.36 | 22.99% |
Warner Group LLC Warner Group LLC | 51,820 | $6.24M | $6.39M | $151,786.66 | 2.43% |
Maseco LLP Maseco LLP | 13,078 | $1.54M | $1.6M | $61,047.27 | 3.96% |
Chris Ryan Ryan Investment Management Inc. | 309,631 | $36.48M | $37.59M | $1.11M | 3.04% |
Robert Amato Compass Wealth Management LLC/GA | 2,511 | $266,530.09 | $311,439.33 | $44,909.24 | 16.85% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 10,487 | $1.12M | $1.28M | $166,329.71 | 14.92% |
Jon Lewis Midwest Trust Co | 492,300 | $52.65M | $60M | $7.35M | 13.96% |
| RLV Ronald L. Valpey Valpey Financial Services LLC | 2,935 | $347,298.55 | $363,353 | $16,054.45 | 4.62% |
Frank Tehel October Effect Ltd. | 15,471 | $1.65M | $1.91M | $261,267.27 | 15.83% |
Timothy T. Murray Gladwyn Financial Advisors Inc. | 781 | $83,130.38 | $96,529.73 | $13,399.35 | 16.12% |
Jordan Grabowski Alpha Zero LLC | 5,111 | $527,685.26 | $635,373.96 | $107,688.7 | 20.41% |
Lauren Sterling NerdWallet Wealth Partners LLC | 4,014 | $476,535.77 | $496,612.08 | $20,076.31 | 4.21% |
Erik Bonnett Tripletail Wealth Management LLC | 24 | $2,908 | $2,944.8 | $36.8 | 1.27% |
Molly Wheeler Burk Holdings LLC | 552 | $58,843.2 | $67,263.96 | $8,420.76 | 14.31% |
Adam Scott Argyle Capital Partners LLC | 32,103 | $3.23M | $3.97M | $742,735.08 | 23.01% |
Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 1,501 | $161,802.17 | $183,609.82 | $21,807.65 | 13.48% |
Caldwell Trust Co Caldwell Trust Co | 22,601 | $1.53M | $2.75M | $1.21M | 79.23% |