| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
HFM Investment Advisors LLC HFM Investment Advisors LLC | 10 | $563.32 | $582.3 | $18.98 | 3.37% |
| TFI Towarzystwo Funduszy Inwestycyjnych PZU SA Towarzystwo Funduszy Inwestycyjnych PZU SA | 300 | $15,648 | $19,212 | $3,564 | 22.78% |
Jon Lewis Midwest Trust Co | 78,690 | $4.41M | $4.65M | $239,217.76 | 5.42% |
Winnow Wealth LLC Winnow Wealth LLC | 16,184 | $1.04M | $942,394.32 | -$93,381.68 | -9.02% |
Molly Wheeler Burk Holdings LLC | 34 | $1,985.46 | $2,143.7 | $158.24 | 7.97% |
| AAI ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 9,036 | $510,985.71 | $526,166.28 | $15,180.57 | 2.97% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 40 | $1,667 | $2,329.2 | $662.2 | 39.72% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 200 | $14,614 | $12,808 | -$1,806 | -12.36% |