| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MWM Mascagni Wealth Management Inc. Mascagni Wealth Management Inc. | 15,129 | $945,198.37 | $1.04M | $90,381.68 | 9.56% |
Integrity Investment Advisors LLC Integrity Investment Advisors LLC | 13,781 | $865,467.33 | $943,309.45 | $77,842.12 | 8.99% |
Birchbrook Inc. Birchbrook Inc. | 5 | $307 | $342.25 | $35.25 | 11.48% |
Longview Financial Advisors LLC Longview Financial Advisors LLC | 288,873 | $18.21M | $19.77M | $1.57M | 8.61% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 1,708 | $107,423.73 | $116,912.6 | $9,488.87 | 8.83% |
Jon Lewis Midwest Trust Co | 3,546 | $235,613.68 | $242,723.7 | $7,110.02 | 3.02% |
BLVD Private Wealth LLC BLVD Private Wealth LLC | 6,729 | $421,100.84 | $460,600.05 | $39,499.21 | 9.38% |