| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jon Lewis Midwest Trust Co | 26,099 | $799,934.76 | $583,573.64 | -$216,361.12 | -27.05% |
John H. Bai Credential Securities Inc. | 5,523 | $293,830.65 | $123,273.36 | -$170,557.29 | -58.05% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 429 | $17,967 | $9,596.73 | -$8,370.27 | -46.59% |
| CTC Caldwell Trust Co Caldwell Trust Co | 12 | $479 | $267.6 | -$211.4 | -44.13% |
| RCI Rexford Capital Inc. Rexford Capital Inc. | 4,022 | $123,360.23 | $90,052.58 | -$33,307.65 | -27% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 4,499 | $125,393 | $100,642.63 | -$24,750.37 | -19.74% |
Manske Wealth Management Manske Wealth Management | 14,516 | $532,427.59 | $325,013.24 | -$207,414.35 | -38.96% |