| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
J. Kemp Sawers Uptown Financial Advisors LLC | 184,188 | $3.68M | $4.98M | $1.3M | 35.33% |
Integrity Investment Advisors LLC Integrity Investment Advisors LLC | 18,359 | $441,652.74 | $494,316.07 | $52,663.33 | 11.92% |
Rich Mowrer Brookwood Investment Group LLC | 9,559 | $236,585.25 | $257,423.87 | $20,838.62 | 8.81% |
Michael Haskins LWM Advisors Inc. | 10,908 | $299,653 | $293,752.44 | -$5,900.56 | -1.97% |
Nicole Reese WPG Advisers LLC | 175 | $4,260.14 | $4,728.5 | $468.36 | 10.99% |
David Dirks Plum Street Advisors LLC | 156,174 | $2.93M | $4.22M | $1.29M | 43.9% |
Aryn Sands GK Wealth Management LLC | 50,180 | $1.39M | $1.36M | -$28,112.37 | -2.02% |
Birchbrook Inc. Birchbrook Inc. | 17,710 | $327,651.23 | $478,878.4 | $151,227.17 | 46.15% |
Horan Wealth LLC Horan Wealth LLC | 252,730 | $5.94M | $6.86M | $926,299 | 15.6% |
Rainier Family Wealth Inc. Rainier Family Wealth Inc. | 15,982 | $295,667 | $431,753.73 | $136,086.73 | 46.03% |
Todd Iglehart Family Legacy Financial Solutions LLC | 176,874 | $4.24M | $4.76M | $518,194.58 | 12.23% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 3,406 | $75,845.16 | $91,979.03 | $16,133.87 | 21.27% |
Ronald L. Valpey Valpey Financial Services LLC | 190,038 | $4.57M | $5.13M | $557,761.53 | 12.21% |
Nathaniel W. Klitzing Cambridge Capital Management LLC | 205,554 | $3.88M | $5.53M | $1.65M | 42.46% |
Lauren Sterling NerdWallet Wealth Partners LLC | 11,282 | $281,522.36 | $303,767.85 | $22,245.49 | 7.9% |
Molly Wheeler Burk Holdings LLC | 4,818 | $119,245.69 | $129,941.46 | $10,695.77 | 8.97% |
Caldwell Trust Co Caldwell Trust Co | 2,922 | $45,948.45 | $78,747.9 | $32,799.45 | 71.38% |
Farnam Financial LLC Farnam Financial LLC | 13,430 | $312,965.59 | $361,065.55 | $48,099.96 | 15.37% |
Allison Brecher Vestwell Advisors LLC | 343,227 | $7.76M | $9.24M | $1.48M | 19.09% |
Sara Amparan Prospera Capital Management LLC | 43,552 | $932,259.56 | $1.17M | $240,160.28 | 25.76% |