| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JB Justin Boggs Optima Capital LLC | 18 | $1,553 | $1,611.72 | $58.72 | 3.78% |
| HAP Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 494 | $41,574.52 | $44,232.76 | $2,658.24 | 6.39% |
| JL Jon Lewis Midwest Trust Co | 3,015 | $260,043.98 | $269,963.1 | $9,919.12 | 3.81% |
| BCM Boreal Capital Management LLC Boreal Capital Management LLC | 160 | $13,452.32 | $14,326.4 | $874.08 | 6.5% |
| CTC Caldwell Trust Co Caldwell Trust Co | 212 | $18,800.99 | $18,982.48 | $181.49 | 0.96% |
| SHS Sarah H. Schmidt Summit Wealth Group LLC / CO | 2,313 | $211,339 | $207,106.02 | -$4,232.98 | -2% |
| IA Invested Advisors Invested Advisors | 2,971 | $256,249 | $266,023.34 | $9,774.34 | 3.81% |
| DTR Darrell T. Roberts American Wealth Advisors LLC | 3,707 | $314,508.29 | $331,924.78 | $17,416.49 | 5.54% |