| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
J. Kemp Sawers Uptown Financial Advisors LLC | 7,823 | $747,693.27 | $750,851.54 | $3,158.27 | 0.42% |
Jon Lewis Midwest Trust Co | 3,716 | $361,496.27 | $356,661.68 | -$4,834.59 | -1.34% |
Frank Tehel October Effect Ltd. | 3,287 | $319,244.75 | $315,486.26 | -$3,758.49 | -1.18% |
Deirdre A. Dillon Virtus Fixed Income Advisers LLC | 61,012 | $5.87M | $5.86M | -$15,322.13 | -0.26% |
Boreal Capital Management LLC Boreal Capital Management LLC | 1 | $95.72 | $95.98 | $0.26 | 0.27% |
| CTC Caldwell Trust Co Caldwell Trust Co | 19,707 | $1.99M | $1.89M | -$103,445.67 | -5.19% |
Landon Marsh Scott Marsh Financial LLC | 5,543 | $539,168 | $532,017.14 | -$7,150.86 | -1.33% |
| GWM Gibbs Wealth Management Gibbs Wealth Management | 5,080 | $483,258.34 | $487,578.4 | $4,320.06 | 0.89% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 429 | $41,695.6 | $41,175.42 | -$520.18 | -1.25% |