| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Horan Wealth LLC Horan Wealth LLC | 5,216 | $2.88M | $2.7M | -$179,615.35 | -6.24% |
| SVW Sarver Vrooman Wealth Advisors Sarver Vrooman Wealth Advisors | 92 | $41,097.21 | $46,439.76 | $5,342.55 | 13% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 36 | $16,779 | $18,615.42 | $1,836.42 | 10.94% |
Jon Lewis Midwest Trust Co | 45,067 | $20.92M | $23.3M | $2.38M | 11.39% |
Brennan Lee Cherokee Insurance Co | 486 | $235,939.82 | $251,308.17 | $15,368.35 | 6.51% |
John H. Bai Credential Securities Inc. | 3,627 | $622,894.35 | $1.83M | $1.21M | 193.92% |
| LAM LOM Asset Management Ltd. LOM Asset Management Ltd. | 1,363 | $638,473.83 | $704,800.48 | $66,326.65 | 10.39% |
Frank Tehel October Effect Ltd. | 1,210 | $560,399.72 | $616,543.4 | $56,143.68 | 10.02% |
Erik Bonnett Tripletail Wealth Management LLC | 185 | $85,680.9 | $95,654.25 | $9,973.35 | 11.64% |
Molly Wheeler Burk Holdings LLC | 17 | $10,275 | $8,802.77 | -$1,472.23 | -14.33% |
Adam Scott Argyle Capital Partners LLC | 913 | $439,242.97 | $472,760.53 | $33,517.56 | 7.63% |
Boreal Capital Management LLC Boreal Capital Management LLC | 180 | $84,122.62 | $93,205.8 | $9,083.18 | 10.8% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 501 | $243,745.33 | $252,894.78 | $9,149.45 | 3.75% |
| CTC Caldwell Trust Co Caldwell Trust Co | 5,902 | $2.31M | $3.06M | $745,346.08 | 32.26% |
Bryce Maxwell Westerkirk Capital Inc. | 4,728 | $2.26M | $2.44M | $182,381.3 | 8.07% |
Landon Marsh Scott Marsh Financial LLC | 830 | $384,854 | $418,905.15 | $34,051.15 | 8.85% |
| GWM Gibbs Wealth Management Gibbs Wealth Management | 783 | $427,949.71 | $404,677.89 | -$23,271.82 | -5.44% |
David W. Young III Clarion Wealth Managment Partners LLC | 583 | $270,522.38 | $294,286.74 | $23,764.36 | 8.78% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 1,173 | $577,203.52 | $606,241.59 | $29,038.07 | 5.03% |
| RCI Rexford Capital Inc. Rexford Capital Inc. | 1,345 | $632,804.76 | $695,136.35 | $62,331.59 | 9.85% |