| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 640 | $6,266 | $6,396.8 | $130.8 | 2.09% |
Ameriflex Group Inc. Ameriflex Group Inc. | 1,500 | $15,015 | $14,745 | -$270 | -1.8% |
Clark Asset Management LLC Clark Asset Management LLC | 11,903 | $97,843 | $118,828.84 | $20,985.84 | 21.45% |
MJT & Associates Financial Advisory Group Inc. MJT & Associates Financial Advisory Group Inc. | 3,911 | $38,677.42 | $39,051.33 | $373.91 | 0.97% |
| RM Rich Mowrer Brookwood Investment Group LLC | 18,920 | $204,147 | $188,821.6 | -$15,325.4 | -7.51% |
Benjamin S. Smith Smith Asset Management Co LLC | 396,153 | $3.5M | $3.92M | $419,319.78 | 11.98% |
Warner Group LLC Warner Group LLC | 45,874 | $483,742 | $454,152.6 | -$29,589.4 | -6.12% |
Jon Lewis Midwest Trust Co | 21,619 | $212,001.79 | $216,081.9 | $4,080.11 | 1.92% |
Caldwell Trust Co Caldwell Trust Co | 24,400 | $258,423 | $244,366 | -$14,057 | -5.44% |
Basepoint Wealth LLC Basepoint Wealth LLC | 14,750 | $158,433.6 | $147,426.25 | -$11,007.35 | -6.95% |
Berman McAleer LLC Berman McAleer LLC | 17,821 | $179,547 | $177,229.84 | -$2,317.16 | -1.29% |
William F. Blake PMG Family Office LLC | 11,005 | $110,958.6 | $108,564.32 | -$2,394.28 | -2.16% |