| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jon Lewis Midwest Trust Co | 521 | $431,136.24 | $265,855.88 | -$165,280.36 | -38.34% |
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 3,995 | $1.67M | $2.04M | $371,112.99 | 22.26% |
Molly Wheeler Burk Holdings LLC | 8 | $3,398 | $4,082.24 | $684.24 | 20.14% |
| CTC Caldwell Trust Co Caldwell Trust Co | 645 | $371,843.48 | $329,130.6 | -$42,712.88 | -11.49% |
| AAI ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 7,805 | $4.65M | $3.98M | -$664,539.89 | -14.3% |
United Financial Planning Group LLC United Financial Planning Group LLC | 5 | $2,266.4 | $2,551.4 | $285 | 12.58% |
David K. Gilmore Equity Wealth Partners LLC | 1,578 | $1.12M | $805,221.84 | -$314,500.89 | -28.09% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 3 | $1,274 | $1,530.84 | $256.84 | 20.16% |
Steadtrust LLC Steadtrust LLC | 410 | $229,850 | $209,214.8 | -$20,635.2 | -8.98% |