| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Integrity Investment Advisors LLC Integrity Investment Advisors LLC | 13,781 | $865,467.33 | $958,468.55 | $93,001.22 | 10.75% |
Birchbrook Inc. Birchbrook Inc. | 5 | $307 | $347.17 | $40.17 | 13.08% |
Longview Financial Advisors LLC Longview Financial Advisors LLC | 288,873 | $18.21M | $20.11M | $1.91M | 10.47% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 1,708 | $107,423.73 | $118,304.62 | $10,880.89 | 10.13% |
Jon Lewis Midwest Trust Co | 3,546 | $235,613.68 | $245,259.09 | $9,645.41 | 4.09% |
BLVD Private Wealth LLC BLVD Private Wealth LLC | 6,729 | $421,100.84 | $467,463.63 | $46,362.79 | 11.01% |