| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Milestone Asset Management Group LLC Milestone Asset Management Group LLC | 27,438 | $508,424 | $514,736.88 | $6,312.88 | 1.24% |
Benjamin S. Smith Smith Asset Management Co LLC | 349,766 | $7.49M | $6.56M | -$932,231.88 | -12.44% |
Reliant Investment Partners LLC Reliant Investment Partners LLC | 13,005 | $259,473.84 | $259,839.9 | $366.06 | 0.14% |
Jon Lewis Midwest Trust Co | 34,401 | $755,445.66 | $645,362.76 | -$110,082.9 | -14.57% |
Molly Wheeler Burk Holdings LLC | 1,319 | $23,768 | $26,208.53 | $2,440.53 | 10.27% |
Boreal Capital Management LLC Boreal Capital Management LLC | 32 | $702 | $635.84 | -$66.16 | -9.42% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 51 | $919.65 | $1,020.25 | $100.6 | 10.94% |
United Financial Planning Group LLC United Financial Planning Group LLC | 155 | $3,163.67 | $2,907.8 | -$255.87 | -8.09% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 3,577 | $71,318.39 | $67,104.52 | -$4,213.87 | -5.91% |