| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
HFM Investment Advisors LLC HFM Investment Advisors LLC | 1 | $54.89 | $41.87 | -$13.02 | -23.72% |
| ML Maseco LLP Maseco LLP | 13 | $415 | $544.37 | $129.37 | 31.17% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 379 | $20,803 | $15,870.62 | -$4,932.38 | -23.71% |
Jon Lewis Midwest Trust Co | 167,138 | $9.17M | $7M | -$2.18M | -23.71% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 208 | $9,064.15 | $8,731.84 | -$332.31 | -3.67% |
United Financial Planning Group LLC United Financial Planning Group LLC | 105 | $3,617.17 | $4,391.1 | $773.93 | 21.4% |