| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jon Lewis Midwest Trust Co | 25,314 | $775,874.5 | $512,988.21 | -$262,886.29 | -33.88% |
John H. Bai Credential Securities Inc. | 5,523 | $293,830.65 | $111,923.59 | -$181,907.06 | -61.91% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 429 | $17,967 | $8,696.34 | -$9,270.66 | -51.6% |
| CTC Caldwell Trust Co Caldwell Trust Co | 12 | $479 | $243.18 | -$235.82 | -49.23% |
| RCI Rexford Capital Inc. Rexford Capital Inc. | 3,559 | $109,169.24 | $72,145.2 | -$37,024.04 | -33.91% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 4,397 | $122,550.13 | $89,132.47 | -$33,417.66 | -27.27% |
Manske Wealth Management Manske Wealth Management | 14,516 | $532,427.59 | $294,239.32 | -$238,188.27 | -44.74% |