| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Charter Capital Management LLC\DE Charter Capital Management LLC\DE | 1,334 | $243,428 | $171,058.82 | -$72,369.18 | -29.73% |
Jon Lewis Midwest Trust Co | 4,465 | $767,015.43 | $572,546.95 | -$194,468.48 | -25.35% |
Winnow Wealth LLC Winnow Wealth LLC | 5 | $915 | $641.15 | -$273.85 | -29.93% |
Boreal Capital Management LLC Boreal Capital Management LLC | 100 | $18,017 | $12,823 | -$5,194 | -28.83% |
Bryce Maxwell Westerkirk Capital Inc. | 1,700 | $306,289 | $217,991 | -$88,298 | -28.83% |
| AAI ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 1,946 | $355,106 | $249,535.58 | -$105,570.42 | -29.73% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 1 | $158 | $128.23 | -$29.77 | -18.84% |