| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KCA Kagan Cocozza Asset Management Kagan Cocozza Asset Management | 8,747 | $504,201.28 | $715,723.27 | $211,521.99 | 41.95% |
| BWL Balance Wealth LLC Balance Wealth LLC | 4,755 | $351,580.31 | $389,077.87 | $37,497.56 | 10.67% |
| LC Leslie Childs MB Levis & Associates LLC | 265,807 | $13.57M | $21.75M | $8.18M | 60.25% |
| BWM Barnes Wealth Management Group Inc. Barnes Wealth Management Group Inc. | 6,789 | $402,158.97 | $555,442.03 | $153,283.06 | 38.12% |
| SSA SSA Swiss Advisors AG SSA Swiss Advisors AG | 4,760 | $288,742 | $389,439.4 | $100,697.4 | 34.87% |
Cole Dimond Caliber Wealth Management LLC / KS | 25,467 | $1.54M | $2.08M | $538,763.68 | 34.88% |
Michael Haskins LWM Advisors Inc. | 3,950 | $226,769.75 | $323,169.25 | $96,399.5 | 42.51% |
David Dirks Plum Street Advisors LLC | 7,926 | $445,898.45 | $648,465.69 | $202,567.24 | 45.43% |
| AS Aryn Sands GK Wealth Management LLC | 2,392 | $200,356 | $195,701.48 | -$4,654.52 | -2.32% |
Justin Boggs Optima Capital LLC | 2,762 | $203,141.28 | $225,973.03 | $22,831.75 | 11.24% |
Horan Wealth LLC Horan Wealth LLC | 18,864 | $1.37M | $1.54M | $172,132.53 | 12.55% |
| ML Maseco LLP Maseco LLP | 3,120 | $229,536.21 | $254,997.6 | $25,461.39 | 11.09% |
Chris Ryan Ryan Investment Management Inc. | 7,486 | $541,307.54 | $612,467.09 | $71,159.55 | 13.15% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 641 | $43,160.84 | $52,388.93 | $9,228.09 | 21.38% |
Jon Lewis Midwest Trust Co | 31,921 | $2.25M | $2.61M | $363,347.54 | 16.18% |
| RLV Ronald L. Valpey Valpey Financial Services LLC | 70,891 | $5.21M | $5.79M | $579,179.47 | 11.11% |
Timothy T. Murray Gladwyn Financial Advisors Inc. | 74,389 | $5.04M | $6.08M | $1.04M | 20.54% |
Adam Scott Argyle Capital Partners LLC | 8,293 | $479,908.31 | $677,786.89 | $197,878.58 | 41.23% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 102 | $5,874.01 | $8,450.7 | $2,576.69 | 43.87% |
| CTC Caldwell Trust Co Caldwell Trust Co | 4,846 | $262,171.63 | $396,354.34 | $134,182.71 | 51.18% |