| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jon Lewis Midwest Trust Co | 14,397 | $2.88 | $143.97 | $141.09 | 4,898.96% |
Brennan Lee Cherokee Insurance Co | 28,000 | $154 | $280 | $126 | 81.82% |
Molly Wheeler Burk Holdings LLC | 132 | $0.79 | $1.32 | $0.53 | 67.09% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 13 | $0.07 | $0.13 | $0.06 | 85.71% |
| CTC Caldwell Trust Co Caldwell Trust Co | 1,000 | $6 | $10 | $4 | 66.67% |
| AAI ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 424,941 | $5,102.45 | $4,249.41 | -$853.04 | -16.72% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 2 | $0.01 | $0.02 | $0.01 | 100% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 300 | $3.3 | $3 | -$0.3 | -9.09% |