| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
HFM Investment Advisors LLC HFM Investment Advisors LLC | 14 | $245.66 | $296.66 | $51 | 20.76% |
Horan Wealth LLC Horan Wealth LLC | 10,000 | $166,700 | $211,700 | $45,000 | 26.99% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 296 | $4,934 | $6,272.24 | $1,338.24 | 27.12% |
| CTC Caldwell Trust Co Caldwell Trust Co | 1,040 | $11,748.88 | $22,022 | $10,273.12 | 87.44% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 768 | $13,678.08 | $16,262.4 | $2,584.32 | 18.89% |