| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mike Silane 21 West Wealth Management LLC | 40,841 | $2.23M | $2.6M | $370,110.25 | 16.62% |
HFM Investment Advisors LLC HFM Investment Advisors LLC | 173 | $9,962.65 | $11,033.07 | $1,070.42 | 10.74% |
Horan Wealth LLC Horan Wealth LLC | 15,078 | $872,919.5 | $962,127.18 | $89,207.68 | 10.22% |
Rainier Family Wealth Inc. Rainier Family Wealth Inc. | 32,695 | $1.8M | $2.09M | $284,141.87 | 15.75% |
Maseco LLP Maseco LLP | 107 | $6,120.21 | $6,803.59 | $683.38 | 11.17% |
Longview Financial Advisors LLC Longview Financial Advisors LLC | 2,009 | $114,896.82 | $128,586.04 | $13,689.22 | 11.91% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 1,405 | $94,922 | $89,238.57 | -$5,683.43 | -5.99% |
| RLV Ronald L. Valpey Valpey Financial Services LLC | 15,179 | $885,173.29 | $967,433.56 | $82,260.27 | 9.29% |
Frank Tehel October Effect Ltd. | 6,983 | $403,004.36 | $444,083.88 | $41,079.52 | 10.19% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 3,538 | $204,888 | $224,663 | $19,775 | 9.65% |
Jim Cullen Midwestern Financial LLC /IA | 4,635 | $252,444.97 | $294,507.9 | $42,062.93 | 16.66% |
Adam Weisner Sherman Porfolios LLC | 96,433 | $5.58M | $6.15M | $565,097.53 | 10.12% |