| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John R. Hanahan Yukon Wealth Management Inc. | 5,418 | $635,479 | $640,461.78 | $4,982.78 | 0.78% |
Horan Wealth LLC Horan Wealth LLC | 2,757 | $328,129.7 | $330,316.17 | $2,186.47 | 0.67% |
Robert Amato Compass Wealth Management LLC/GA | 50,428 | $5.56M | $5.85M | $290,722.68 | 5.23% |
Jon Lewis Midwest Trust Co | 45,262 | $4.92M | $5.25M | $333,910.43 | 6.79% |
| CTC Caldwell Trust Co Caldwell Trust Co | 1,708 | $146,058.66 | $198,281.71 | $52,223.05 | 35.75% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 330 | $29,503.98 | $38,309.7 | $8,805.72 | 29.85% |
Aventus Investment Advisors Inc. Aventus Investment Advisors Inc. | 528 | $57,375.12 | $61,295.52 | $3,920.4 | 6.83% |
Fearless Solutions LLC dba Best Invest Fearless Solutions LLC dba Best Invest | 4,844 | $529,727.55 | $562,339.94 | $32,612.39 | 6.16% |
| PCL Payne Capital LLC Payne Capital LLC | 14,820 | $1.62M | $1.77M | $158,426.54 | 9.81% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 265 | $31,178.85 | $30,763.85 | -$415 | -1.33% |