| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John R. Hanahan Yukon Wealth Management Inc. | 15,456 | $822,105 | $897,993.6 | $75,888.6 | 9.23% |
Charter Capital Management LLC\DE Charter Capital Management LLC\DE | 5,930 | $388,474 | $341,063.95 | -$47,410.05 | -12.2% |
Robert Amato Compass Wealth Management LLC/GA | 23,630 | $1.55M | $1.36M | -$188,922.22 | -12.2% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 275 | $18,015 | $15,686 | -$2,329 | -12.93% |
Jon Lewis Midwest Trust Co | 3,925 | $207,436.69 | $223,411 | $15,974.31 | 7.7% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 2,569 | $135,772 | $146,227.48 | $10,455.48 | 7.7% |
Basepoint Wealth LLC Basepoint Wealth LLC | 192,329 | $10.16M | $10.95M | $782,776.65 | 7.7% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 175 | $11,086 | $9,950.5 | -$1,135.5 | -10.24% |