| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KGL Kilter Group LLC Kilter Group LLC | 206 | $24,017.78 | $28,767.9 | $4,750.12 | 19.78% |
| RAL Ransom Advisory Ltd. Ransom Advisory Ltd. | 170 | $21,901 | $23,740.5 | $1,839.5 | 8.4% |
Michael Haskins LWM Advisors Inc. | 4,352 | $479,807.75 | $607,756.76 | $127,949.01 | 26.67% |
David R. Hess Wealth Management Associates Inc. | 2,634 | $339,338 | $367,838.07 | $28,500.07 | 8.4% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 5,675 | $659,332.17 | $792,513.69 | $133,181.52 | 20.2% |
Jon Lewis Midwest Trust Co | 6,214 | $723,523.25 | $867,785.04 | $144,261.79 | 19.94% |
| CQS Credential Qtrade Securities Inc. Credential Qtrade Securities Inc. | 11,582 | $1.03M | $1.62M | $586,808.88 | 56.94% |
| CTC Caldwell Trust Co Caldwell Trust Co | 1,200 | $72,078 | $167,579.99 | $95,501.99 | 132.5% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 1,764 | $204,968.04 | $246,342.58 | $41,374.54 | 20.19% |
| TAF Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 7,949 | $1M | $1.11M | $108,949.77 | 10.88% |