| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Charter Capital Management LLC\DE Charter Capital Management LLC\DE | 2,000 | $387,980 | $502,440 | $114,460 | 29.5% |
Jon Lewis Midwest Trust Co | 1,687 | $327,282.89 | $423,082.73 | $95,799.84 | 29.27% |
Erik Bonnett Tripletail Wealth Management LLC | 100 | $19,114 | $25,079 | $5,965 | 31.21% |
Molly Wheeler Burk Holdings LLC | 7 | $1,447 | $1,755.67 | $308.67 | 21.33% |
| CTC Caldwell Trust Co Caldwell Trust Co | 65 | $9,453.6 | $16,291.6 | $6,838 | 72.33% |
| AAI ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 6,898 | $1.36M | $1.71M | $352,475.61 | 25.88% |
| MRC Munich Reinsurance Co Stock Corp in Munich Munich Reinsurance Co Stock Corp in Munich | 296,290 | $59.12M | $74.31M | $15.2M | 25.71% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 3 | $620 | $751.71 | $131.71 | 21.24% |