| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Longview Financial Advisors LLC Longview Financial Advisors LLC | 38 | $12,275 | $14,085.46 | $1,810.46 | 14.75% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 113 | $32,216 | $41,885.71 | $9,669.71 | 30.02% |
Jon Lewis Midwest Trust Co | 10,833 | $3.14M | $4.19M | $1.05M | 33.42% |
David W. Young III Clarion Wealth Managment Partners LLC | 3,352 | $958,294.01 | $1.32M | $356,829.67 | 37.24% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 19,272 | $6.24M | $7.14M | $904,593.02 | 14.5% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 66 | $18,867 | $24,464.22 | $5,597.22 | 29.67% |
Brent Garcia Broadwater Capital Management LLC | 11 | $2,774 | $4,077.37 | $1,303.37 | 46.99% |
Invested Advisors Invested Advisors | 1,266 | $408,461.29 | $469,268.23 | $60,806.94 | 14.89% |
Darrell T. Roberts American Wealth Advisors LLC | 2,147 | $687,123.75 | $837,480.31 | $150,356.56 | 21.88% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 27 | $8,425.81 | $10,008.09 | $1,582.28 | 18.78% |