| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jon Lewis Midwest Trust Co | 1,825 | $336,626.54 | $396,809.75 | $60,183.21 | 17.88% |
Harvey E. Hutchinson IV Hutchinson Financial Advisors Inc. | 8,442 | $1.41M | $1.84M | $427,165.06 | 30.33% |
Winnow Wealth LLC Winnow Wealth LLC | 3 | $559 | $652.29 | $93.29 | 16.69% |
| CTC Caldwell Trust Co Caldwell Trust Co | 169 | $30,798.05 | $36,745.67 | $5,947.62 | 19.31% |
| AAI ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 11,014 | $2.09M | $2.39M | $300,308.78 | 14.34% |
Brent Garcia Broadwater Capital Management LLC | 400 | $61,524 | $86,972 | $25,448 | 41.36% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 7 | $1,459 | $1,522.01 | $63.01 | 4.32% |