| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Horan Wealth LLC Horan Wealth LLC | 1,615 | $250,574 | $291,895.1 | $41,321.1 | 16.49% |
| ML Maseco LLP Maseco LLP | 222 | $32,752 | $40,011.06 | $7,259.06 | 22.16% |
James V. Thompson Jr. Bulwark Capital Corp | 2,810 | $414,531.4 | $506,446.3 | $91,914.9 | 22.17% |
Robert Amato Compass Wealth Management LLC/GA | 54,762 | $8.18M | $9.9M | $1.72M | 21.03% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 12,304 | $1.82M | $2.22M | $397,501.16 | 21.84% |
Jon Lewis Midwest Trust Co | 37,451 | $5.53M | $6.75M | $1.22M | 22.07% |
Molly Wheeler Burk Holdings LLC | 532 | $86,040 | $95,837.14 | $9,797.14 | 11.39% |
| CTC Caldwell Trust Co Caldwell Trust Co | 1,586 | $181,587.45 | $285,622.74 | $104,035.29 | 57.29% |
| GWM Gibbs Wealth Management Gibbs Wealth Management | 3,222 | $463,705.09 | $580,427.19 | $116,722.1 | 25.17% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 2,982 | $302,315 | $537,192.39 | $234,877.39 | 77.69% |
Jim Cullen Midwestern Financial LLC /IA | 6,461 | $953,714.92 | $1.16M | $210,751.11 | 22.1% |
Fearless Solutions LLC dba Best Invest Fearless Solutions LLC dba Best Invest | 10,580 | $1.65M | $1.91M | $256,528.5 | 15.55% |
| PCL Payne Capital LLC Payne Capital LLC | 14,883 | $2.41M | $2.68M | $274,071.03 | 11.39% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 49 | $7,924.77 | $8,824.41 | $899.64 | 11.35% |
Steve Erken Maxele Advisors LLC | 28,144 | $2.98M | $5.07M | $2.09M | 70.25% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 451 | $72,965 | $81,220.59 | $8,255.59 | 11.31% |
Eric C. Jansen Finivi Inc. | 20,109 | $2.49M | $3.62M | $1.13M | 45.16% |