| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Todd Iglehart Family Legacy Financial Solutions LLC | 11,505 | $598,902.62 | $713,194.95 | $114,292.33 | 19.08% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 386 | $20,122 | $23,833.57 | $3,711.57 | 18.45% |
Jon Lewis Midwest Trust Co | 202,294 | $10.57M | $12.49M | $1.92M | 18.16% |
Boreal Capital Management LLC Boreal Capital Management LLC | 190 | $9,904 | $11,745.8 | $1,841.8 | 18.6% |
| CTC Caldwell Trust Co Caldwell Trust Co | 150 | $6,964.97 | $9,250.5 | $2,285.53 | 32.81% |
| AAI ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 27,159 | $1.5M | $1.64M | $143,870.75 | 9.59% |
| MRC Munich Reinsurance Co Stock Corp in Munich Munich Reinsurance Co Stock Corp in Munich | 302,239 | $16.77M | $18.67M | $1.9M | 11.31% |
| KCS Kepler Cheuvreux (Suisse) SA Kepler Cheuvreux (Suisse) SA | 10,061 | $556,171 | $608,891.72 | $52,720.72 | 9.48% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 5 | $276 | $308.27 | $32.27 | 11.69% |