| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rossby Financial LLC Rossby Financial LLC | 104 | $4,391.08 | $4,158.96 | -$232.12 | -5.29% |
| FDW Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC | 994 | $42,056 | $39,079.11 | -$2,976.89 | -7.08% |
| BJM Brian J. Malizia Lakeshore Capital Group Inc. | 30,527 | $820,651.33 | $1.21M | $394,323.27 | 48.05% |
Steven Albrecht Curat Global LLC | 526 | $15,664.35 | $20,761.22 | $5,096.87 | 32.54% |
Kenneth R. Wink Summit Financial Consulting LLC | 197,359 | $5.72M | $7.89M | $2.17M | 37.92% |
Jon Lewis Midwest Trust Co | 11,671 | $347,562.01 | $458,378.52 | $110,816.51 | 31.88% |
Adam Weisner Sherman Porfolios LLC | 5,814 | $187,559.64 | $231,222.78 | $43,663.14 | 23.28% |