| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
VestGen Advisors LLC VestGen Advisors LLC | 5,343 | $566,785 | $565,316.11 | -$1,468.89 | -0.26% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 181 | $19,309 | $19,123.55 | -$185.45 | -0.96% |
| TW Travis Weitz Unified Investment Management | 19,205 | $2.01M | $2.03M | $24,139.85 | 1.2% |
| SSA SSA Swiss Advisors AG SSA Swiss Advisors AG | 8,911 | $945,178.32 | $942,026.36 | -$3,151.96 | -0.33% |
Jon Lewis Midwest Trust Co | 1.26M | $134.84M | $133.4M | -$1.44M | -1.07% |
| CTC Caldwell Trust Co Caldwell Trust Co | 40 | $4,149.4 | $4,228.2 | $78.8 | 1.9% |