| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
J. Kemp Sawers Uptown Financial Advisors LLC | 1,788 | $354,344 | $437,398.44 | $83,054.44 | 23.44% |
Infinity Wealth Counsel LLC Infinity Wealth Counsel LLC | 7,697 | $1.53M | $1.88M | $349,858.32 | 22.82% |
Juho-Tuomas Appel Obsido Oy | 25,193 | $5.04M | $6.34M | $1.3M | 25.76% |
Michael Haskins LWM Advisors Inc. | 1,509 | $296,000.85 | $369,146.67 | $73,145.82 | 24.71% |
Nicole Reese WPG Advisers LLC | 1,021 | $202,624.15 | $252,932.33 | $50,308.18 | 24.83% |
HFM Investment Advisors LLC HFM Investment Advisors LLC | 19 | $3,523.64 | $4,647.97 | $1,124.33 | 31.91% |
Forefront Wealth Partners LLC Forefront Wealth Partners LLC | 935 | $227,258 | $231,403.15 | $4,145.15 | 1.82% |
David Dirks Plum Street Advisors LLC | 35,143 | $6.34M | $8.79M | $2.45M | 38.68% |
Justin Boggs Optima Capital LLC | 11,098 | $2.25M | $2.71M | $466,732.45 | 20.76% |
Crystal Prachyl Legacy Capital Wealth Management LLC | 991 | $240,692 | $247,789.64 | $7,097.64 | 2.95% |
Horan Wealth LLC Horan Wealth LLC | 1,131 | $274,715 | $282,535.11 | $7,820.11 | 2.85% |
| ML Maseco LLP Maseco LLP | 2,382 | $549,566.06 | $590,092.86 | $40,526.8 | 7.37% |
Longview Financial Advisors LLC Longview Financial Advisors LLC | 120 | $25,058.17 | $29,355.6 | $4,297.43 | 17.15% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 1,438 | $281,007.67 | $351,777.94 | $70,770.27 | 25.18% |
Jon Lewis Midwest Trust Co | 25,255 | $4.96M | $6.26M | $1.3M | 26.25% |
| LAM LOM Asset Management Ltd. LOM Asset Management Ltd. | 19,880 | $3.9M | $4.86M | $966,823.16 | 24.81% |
William P. Ratcliff Rebel Financial LLC | 15,439 | $3.27M | $3.78M | $507,021.58 | 15.51% |
| RLV Ronald L. Valpey Valpey Financial Services LLC | 17,546 | $3.72M | $4.37M | $656,571.32 | 17.67% |
Timothy T. Murray Gladwyn Financial Advisors Inc. | 52,261 | $10.28M | $12.78M | $2.51M | 24.38% |
Nathaniel W. Klitzing Cambridge Capital Management LLC | 5,309 | $1.06M | $1.3M | $243,612.34 | 23.09% |