| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WWA Wisconsin Wealth Advisors LLC Wisconsin Wealth Advisors LLC | 3,228 | $231,640 | $241,518.96 | $9,878.96 | 4.26% |
Charter Capital Management LLC\DE Charter Capital Management LLC\DE | 9,100 | $550,277 | $680,862 | $130,585 | 23.73% |
Jon Lewis Midwest Trust Co | 4,049 | $246,653.48 | $302,946.18 | $56,292.7 | 22.82% |
Molly Wheeler Burk Holdings LLC | 36 | $2,583 | $2,693.52 | $110.52 | 4.28% |
| CTC Caldwell Trust Co Caldwell Trust Co | 1,555 | $82,320.04 | $116,345.1 | $34,025.06 | 41.33% |
| AAI ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 17,058 | $1.12M | $1.28M | $153,213.47 | 13.64% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 17,110 | $936,708.98 | $1.28M | $343,461.22 | 36.67% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 20 | $1,435 | $1,496.4 | $61.4 | 4.28% |