| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benjamin S. Smith Smith Asset Management Co LLC | 349,766 | $7.49M | $6.68M | -$811,562.61 | -10.83% |
Reliant Investment Partners LLC Reliant Investment Partners LLC | 11,936 | $239,664.83 | $228,915.77 | -$10,749.06 | -4.49% |
Jon Lewis Midwest Trust Co | 34,401 | $755,445.66 | $658,263.13 | -$97,182.53 | -12.86% |
Molly Wheeler Burk Holdings LLC | 1,319 | $23,768 | $25,225.87 | $1,457.87 | 6.13% |
Boreal Capital Management LLC Boreal Capital Management LLC | 32 | $702 | $612.32 | -$89.68 | -12.77% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 50 | $901 | $957.75 | $56.75 | 6.3% |
United Financial Planning Group LLC United Financial Planning Group LLC | 310 | $6,327.33 | $5,928.75 | -$398.58 | -6.3% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 3,577 | $71,318.39 | $68,517.43 | -$2,800.96 | -3.93% |