| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jon Lewis Midwest Trust Co | 34,401 | $755,445.66 | $645,359.32 | -$110,086.34 | -14.57% |
Molly Wheeler Burk Holdings LLC | 1,319 | $23,768 | $24,737.84 | $969.84 | 4.08% |
Boreal Capital Management LLC Boreal Capital Management LLC | 32 | $702 | $599.52 | -$102.48 | -14.6% |
Basepoint Wealth LLC Basepoint Wealth LLC | 51 | $919.65 | $956.5 | $36.85 | 4.01% |
United Financial Planning Group LLC United Financial Planning Group LLC | 155 | $3,163.67 | $2,903.92 | -$259.75 | -8.21% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 3,577 | $71,318.39 | $67,032.98 | -$4,285.41 | -6.01% |