| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Greykasell Wealth Strategies Inc. Greykasell Wealth Strategies Inc. | 2,896 | $278,421 | $295,565.76 | $17,144.76 | 6.16% |
GKV Capital Management Co. Inc. GKV Capital Management Co. Inc. | 70 | $6,784.4 | $7,081.55 | $297.15 | 4.38% |
| BJM Brian J. Malizia Lakeshore Capital Group Inc. | 11,248 | $994,370.07 | $1.14M | $140,778.09 | 14.16% |
Matthew Francis Dean Evelyn Partners Investment Management (Europe) Ltd. | 400 | $41,920 | $40,398 | -$1,522 | -3.63% |
| BWL Balance Wealth LLC Balance Wealth LLC | 2,910 | $297,052.61 | $293,895.45 | -$3,157.16 | -1.06% |
Jon Lewis Midwest Trust Co | 2,660 | $265,042.1 | $268,128 | $3,085.9 | 1.16% |
| SWM Steinberganna Wealth Management Steinberganna Wealth Management | 2,121 | $222,284.76 | $213,764.98 | -$8,519.78 | -3.83% |