| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Horan Wealth LLC Horan Wealth LLC | 6,812 | $648,043.58 | $690,873.04 | $42,829.46 | 6.61% |
Maseco LLP Maseco LLP | 300 | $28,919 | $30,381 | $1,462 | 5.06% |
Sarver Vrooman Wealth Advisors Sarver Vrooman Wealth Advisors | 3,406 | $320,708.94 | $346,764.86 | $26,055.92 | 8.12% |
Jon Lewis Midwest Trust Co | 34,214 | $3.28M | $3.46M | $173,048.55 | 5.27% |
Jordan Grabowski Alpha Zero LLC | 6,944 | $660,154.94 | $704,781.28 | $44,626.34 | 6.76% |
Boreal Capital Management LLC Boreal Capital Management LLC | 265 | $24,881.45 | $26,770.3 | $1,888.85 | 7.59% |
Caldwell Trust Co Caldwell Trust Co | 1,095 | $86,653.86 | $110,808.52 | $24,154.66 | 27.87% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 6,220 | $582,699.55 | $629,370.7 | $46,671.15 | 8.01% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 51 | $4,282 | $5,150.49 | $868.49 | 20.28% |
Michael Behner Nautilus Advisors LLC | 2,935 | $260,599 | $298,313.4 | $37,714.4 | 14.47% |
Beacon Financial Strategies Corp Beacon Financial Strategies Corp | 430 | $41,513 | $43,520.3 | $2,007.3 | 4.84% |
Matthew Jenkins GatePass Capital LLC | 7,173 | $643,977.22 | $728,705.07 | $84,727.85 | 13.16% |
Invested Advisors Invested Advisors | 4,504 | $424,264.24 | $457,831.6 | $33,567.36 | 7.91% |
Aventus Investment Advisors Inc. Aventus Investment Advisors Inc. | 5,602 | $525,859.91 | $569,387.28 | $43,527.37 | 8.28% |
Brian Mann Mann Financial Group Inc. | 51,266 | $4.75M | $5.21M | $453,191.38 | 9.53% |
Berman McAleer LLC Berman McAleer LLC | 28,967 | $2.75M | $2.93M | $178,856.11 | 6.49% |
Virtue Asset Management LLC Virtue Asset Management LLC | 4,624 | $439,927 | $469,312.88 | $29,385.88 | 6.68% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 6,686 | $633,883.18 | $675,085.42 | $41,202.24 | 6.5% |