| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AS Aryn Sands GK Wealth Management LLC | 57 | $3,798.48 | $3,816.72 | $18.24 | 0.48% |
Towarzystwo Funduszy Inwestycyjnych PZU SA Towarzystwo Funduszy Inwestycyjnych PZU SA | 1,850 | $129,292.28 | $125,504 | -$3,788.28 | -2.93% |
Birchbrook Inc. Birchbrook Inc. | 230 | $13,603 | $15,527.3 | $1,924.3 | 14.15% |
Charter Capital Management LLC\DE Charter Capital Management LLC\DE | 8,816 | $533,103.52 | $593,272.72 | $60,169.2 | 11.29% |
Jon Lewis Midwest Trust Co | 3,949 | $240,606.46 | $266,596.99 | $25,990.53 | 10.8% |
Molly Wheeler Burk Holdings LLC | 36 | $2,583 | $2,430.36 | -$152.64 | -5.91% |
Caldwell Trust Co Caldwell Trust Co | 1,555 | $82,320.04 | $104,527.1 | $22,207.06 | 26.98% |
ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 47,037 | $3.41M | $3.18M | -$234,866.88 | -6.89% |
Basepoint Wealth LLC Basepoint Wealth LLC | 16,230 | $882,619.07 | $1.1M | $213,068.23 | 24.14% |