| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AS Aryn Sands GK Wealth Management LLC | 10,323 | $511,529 | $511,349.8 | -$179.2 | -0.04% |
| IRP Investment Research Partners LLC Investment Research Partners LLC | 20,243 | $908,910.85 | $1M | $93,826.15 | 10.32% |
Jon Lewis Midwest Trust Co | 9,695 | $420,107.27 | $479,901.53 | $59,794.26 | 14.23% |
Molly Wheeler Burk Holdings LLC | 201 | $9,292 | $9,948.49 | $656.49 | 7.07% |
Boreal Capital Management LLC Boreal Capital Management LLC | 9,504 | $410,794.65 | $470,448 | $59,653.35 | 14.52% |
United Financial Planning Group LLC United Financial Planning Group LLC | 70 | $3,182 | $3,464.65 | $282.65 | 8.88% |