| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David R. Hess Wealth Management Associates Inc. | 8,147 | $718,962.73 | $877,879.98 | $158,917.25 | 22.1% |
Jon Lewis Midwest Trust Co | 3,072 | $332,186.34 | $330,931.2 | -$1,255.14 | -0.38% |
Bryce Maxwell Westerkirk Capital Inc. | 8,065 | $904,106.55 | $869,648.95 | -$34,457.6 | -3.81% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 214 | $15,746 | $23,053.15 | $7,307.15 | 46.41% |