| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Horan Wealth LLC Horan Wealth LLC | 24,493 | $615,633.89 | $605,222.03 | -$10,411.86 | -1.69% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 97,695 | $2.42M | $2.4M | -$24,251.5 | -1% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 8,150 | $205,135.42 | $200,245.5 | -$4,889.92 | -2.38% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 3,710 | $92,307 | $91,674.1 | -$632.9 | -0.69% |