| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 764 | $55,738.93 | $63,809.28 | $8,070.35 | 14.48% |
Jon Lewis Midwest Trust Co | 21,166 | $1.55M | $1.77M | $216,683.2 | 13.99% |
William P. Ratcliff Rebel Financial LLC | 45,174 | $3.5M | $3.75M | $248,023.03 | 7.08% |
Timothy T. Murray Gladwyn Financial Advisors Inc. | 7,579 | $550,858 | $629,777 | $78,919 | 14.33% |
Winnow Wealth LLC Winnow Wealth LLC | 4,465 | $352,444.95 | $371,488 | $19,043.05 | 5.4% |
Molly Wheeler Burk Holdings LLC | 71 | $5,567 | $5,925.66 | $358.66 | 6.44% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 87 | $5,363 | $7,257.1 | $1,894.1 | 35.32% |
Sara Amparan Prospera Capital Management LLC | 2,959 | $250,630 | $245,656.18 | -$4,973.82 | -1.98% |
Birch Financial Group LLC Birch Financial Group LLC | 19,243 | $1.35M | $1.62M | $267,245.89 | 19.73% |
United Financial Planning Group LLC United Financial Planning Group LLC | 95 | $7,310 | $7,921.57 | $611.57 | 8.37% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 220 | $17,371.5 | $18,334.8 | $963.3 | 5.55% |