| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Birchbrook Inc. Birchbrook Inc. | 1 | $91 | $129.11 | $38.11 | 41.88% |
Jon Lewis Midwest Trust Co | 3,116 | $500,311.03 | $402,306.76 | -$98,004.27 | -19.59% |
| CTC Caldwell Trust Co Caldwell Trust Co | 1,720 | $78,932.81 | $222,069.2 | $143,136.39 | 181.34% |
| AAI ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 10,951 | $1.72M | $1.41M | -$305,980.57 | -17.79% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 1,496 | $237,345.45 | $193,148.56 | -$44,196.89 | -18.62% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 78 | $11,569.64 | $10,070.58 | -$1,499.06 | -12.96% |
United Financial Planning Group LLC United Financial Planning Group LLC | 148 | $21,707.15 | $19,108.28 | -$2,598.87 | -11.97% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 74 | $12,383.58 | $9,554.14 | -$2,829.44 | -22.85% |