| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David R. Hess Wealth Management Associates Inc. | 5,423 | $404,345.28 | $491,594.95 | $87,249.67 | 21.58% |
Nicole Reese WPG Advisers LLC | 620 | $53,160.45 | $55,291.6 | $2,131.15 | 4.01% |
HFM Investment Advisors LLC HFM Investment Advisors LLC | 17 | $1,592.92 | $1,516.82 | -$76.1 | -4.78% |
Reliant Investment Partners LLC Reliant Investment Partners LLC | 5,891 | $485,002.87 | $525,359.38 | $40,356.51 | 8.32% |
Towarzystwo Funduszy Inwestycyjnych PZU SA Towarzystwo Funduszy Inwestycyjnych PZU SA | 1,630 | $124,469.13 | $147,743.2 | $23,274.07 | 18.7% |
Birchbrook Inc. Birchbrook Inc. | 632 | $52,026.71 | $57,372.96 | $5,346.25 | 10.28% |
Horan Wealth LLC Horan Wealth LLC | 5,394 | $516,469.42 | $489,181.86 | -$27,287.56 | -5.28% |
Robert Amato Compass Wealth Management LLC/GA | 20,606 | $1.9M | $1.84M | -$56,529.21 | -2.98% |
Jon Lewis Midwest Trust Co | 223,296 | $20.5M | $20.26M | -$239,771.66 | -1.17% |
Brennan Lee Cherokee Insurance Co | 8,800 | $724,416 | $784,784 | $60,368 | 8.33% |
LOM Asset Management Ltd. LOM Asset Management Ltd. | 3,015 | $276,867.45 | $273,430.35 | -$3,437.1 | -1.24% |
Jordan Grabowski Alpha Zero LLC | 3,024 | $290,516 | $269,650.08 | -$20,865.92 | -7.18% |
Ryan Westerbeck Brian Low Financial Group LLC | 2,697 | $248,691.86 | $240,504.97 | -$8,186.89 | -3.29% |
Erik Bonnett Tripletail Wealth Management LLC | 1,980 | $189,736.5 | $179,566.2 | -$10,170.3 | -5.36% |
Molly Wheeler Burk Holdings LLC | 150 | $14,478 | $13,601.25 | -$876.75 | -6.06% |
Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 3,503 | $298,048.27 | $317,809.67 | $19,761.4 | 6.63% |
Caldwell Trust Co Caldwell Trust Co | 31,311 | $2.58M | $2.84M | $268,044.64 | 10.4% |
ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 77,759 | $7.08M | $7.05M | -$21,122.51 | -0.3% |
Gibbs Wealth Management Gibbs Wealth Management | 3,260 | $308,836.71 | $295,893.9 | -$12,942.81 | -4.19% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 7,444 | $667,226.27 | $675,654.66 | $8,428.39 | 1.26% |