| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Molly Wheeler Burk Holdings LLC | 58 | $1,114 | $1,440.72 | $326.72 | 29.33% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 200 | $6,528.16 | $4,968 | -$1,560.16 | -23.9% |
| CTC Caldwell Trust Co Caldwell Trust Co | 6,706 | $193,132 | $166,577.04 | -$26,554.96 | -13.75% |
| AAI ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 38,308 | $981,212.41 | $951,570.72 | -$29,641.69 | -3.02% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 233 | $5,190.73 | $5,787.72 | $596.99 | 11.5% |
United Financial Planning Group LLC United Financial Planning Group LLC | 201 | $3,861 | $4,992.84 | $1,131.84 | 29.31% |
| MRC Munich Reinsurance Co Stock Corp in Munich Munich Reinsurance Co Stock Corp in Munich | 240,338 | $5.5M | $5.97M | $465,015.99 | 8.45% |
| KCS Kepler Cheuvreux (Suisse) SA Kepler Cheuvreux (Suisse) SA | 936,688 | $20.55M | $23.27M | $2.72M | 13.22% |