| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jon Lewis Midwest Trust Co | 4,875 | $275,339.54 | $356,655 | $81,315.46 | 29.53% |
LOM Asset Management Ltd. LOM Asset Management Ltd. | 42,439 | $2.41M | $3.03M | $624,023.1 | 25.89% |
Adam Scott Argyle Capital Partners LLC | 3,653 | $244,739 | $261,152.97 | $16,413.97 | 6.71% |
Boreal Capital Management LLC Boreal Capital Management LLC | 11,695 | $660,533.45 | $855,606.2 | $195,072.75 | 29.53% |
Caldwell Trust Co Caldwell Trust Co | 2,720 | $133,775.04 | $204,163.2 | $70,388.16 | 52.62% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 5,873 | $362,107.16 | $429,668.68 | $67,561.52 | 18.66% |
Basepoint Wealth LLC Basepoint Wealth LLC | 881 | $57,356.96 | $64,453.96 | $7,097 | 12.37% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 255 | $14,984.47 | $18,655.8 | $3,671.33 | 24.5% |
Steve Erken Maxele Advisors LLC | 4,493 | $270,037.33 | $336,031.47 | $65,994.14 | 24.44% |