| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jon Lewis Midwest Trust Co | 28,898 | $875,031.75 | $536,057.9 | -$338,973.85 | -38.74% |
| CTC Caldwell Trust Co Caldwell Trust Co | 1,000 | $78,681.01 | $18,550 | -$60,131.01 | -76.42% |
| AAI ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 12,319 | $235,416 | $228,517.45 | -$6,898.55 | -2.93% |
| RCI Rexford Capital Inc. Rexford Capital Inc. | 8,284 | $250,839.78 | $153,668.2 | -$97,171.58 | -38.74% |
Brent Garcia Broadwater Capital Management LLC | 400 | $15,464.04 | $7,420 | -$8,044.04 | -52.02% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 1,359 | $25,980 | $25,209.45 | -$770.55 | -2.97% |
Thomas J. Hayes Great Hill Capital LLC | 485,097 | $9.65M | $9M | -$653,518.09 | -6.77% |
Adam Weisner Sherman Porfolios LLC | 42,861 | $819,081 | $795,071.55 | -$24,009.45 | -2.93% |
| PWA Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 65 | $1,092 | $1,205.75 | $113.75 | 10.42% |
Stuart E. Greenfield Greenfield Seitz Capital Management LLC | 12,996 | $248,354 | $241,075.8 | -$7,278.2 | -2.93% |