| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Evelyn Partners Asset Management Ltd. Evelyn Partners Asset Management Ltd. | 932 | $58,380 | $63,525.12 | $5,145.12 | 8.81% |
| BWL Balance Wealth LLC Balance Wealth LLC | 3,391 | $210,094 | $231,232.29 | $21,138.29 | 10.06% |
| SSA SSA Swiss Advisors AG SSA Swiss Advisors AG | 21,689 | $1.16M | $1.48M | $323,220.15 | 27.98% |
Jon Lewis Midwest Trust Co | 3,479 | $215,792 | $236,867.71 | $21,075.71 | 9.77% |
Boreal Capital Management LLC Boreal Capital Management LLC | 4,000 | $237,799.52 | $272,220 | $34,420.48 | 14.47% |
| GWM Gibbs Wealth Management Gibbs Wealth Management | 7,276 | $443,264.68 | $495,350.08 | $52,085.4 | 11.75% |
Blalock Williams LLC Blalock Williams LLC | 10,269 | $650,532.76 | $699,113.52 | $48,580.76 | 7.47% |