| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Birchbrook Inc. Birchbrook Inc. | 410 | $76,809.74 | $129,277.1 | $52,467.36 | 68.31% |
Horan Wealth LLC Horan Wealth LLC | 1,238 | $435,011.94 | $393,362.12 | -$41,649.82 | -9.57% |
Rainier Family Wealth Inc. Rainier Family Wealth Inc. | 701 | $212,039 | $220,296.26 | $8,257.26 | 3.89% |
Warner Group LLC Warner Group LLC | 1,699 | $569,541.13 | $539,780.79 | -$29,760.34 | -5.23% |
Wisconsin Wealth Advisors LLC Wisconsin Wealth Advisors LLC | 1,970 | $584,714.51 | $618,284.5 | $33,569.99 | 5.74% |
Maseco LLP Maseco LLP | 141 | $47,105.66 | $44,458.71 | -$2,646.95 | -5.62% |
Masterinvest Kapitalanlage GmbH Masterinvest Kapitalanlage GmbH | 15,894 | $5.09M | $5.01M | -$79,028.29 | -1.55% |
Sarver Vrooman Wealth Advisors Sarver Vrooman Wealth Advisors | 122 | $32,824.04 | $38,842.36 | $6,018.32 | 18.34% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 22 | $7,018 | $6,909.1 | -$108.9 | -1.55% |
Jon Lewis Midwest Trust Co | 7,833 | $2.53M | $2.45M | -$76,583.15 | -3.03% |
Credential Qtrade Securities Inc. Credential Qtrade Securities Inc. | 143 | $21,333.9 | $44,938.46 | $23,604.56 | 110.64% |
Scott Letson Letson Investment Management Inc. | 31,240 | $5.88M | $9.82M | $3.94M | 67.04% |
Ryan Westerbeck Brian Low Financial Group LLC | 5,637 | $1.83M | $1.77M | -$56,607.96 | -3.1% |
Erik Bonnett Tripletail Wealth Management LLC | 1,949 | $621,692.02 | $616,429.72 | -$5,262.3 | -0.85% |
Molly Wheeler Burk Holdings LLC | 333 | $100,726 | $104,365.53 | $3,639.53 | 3.61% |
Adam Scott Argyle Capital Partners LLC | 625 | $211,572 | $198,909.37 | -$12,662.63 | -5.99% |
Boreal Capital Management LLC Boreal Capital Management LLC | 286 | $93,130.81 | $89,529.44 | -$3,601.37 | -3.87% |
Caldwell Trust Co Caldwell Trust Co | 18,631 | $3.56M | $5.83M | $2.28M | 64.06% |
ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 54,037 | $11.48M | $16.93M | $5.45M | 47.45% |
Gibbs Wealth Management Gibbs Wealth Management | 1,257 | $363,622.14 | $394,760.85 | $31,138.71 | 8.56% |