| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jon Lewis Midwest Trust Co | 1,875 | $221,775 | $286,350 | $64,575 | 29.12% |
Scott Letson Letson Investment Management Inc. | 2,122 | $209,314 | $308,560.02 | $99,246.02 | 47.41% |
Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 89 | $6,066 | $13,592.08 | $7,526.08 | 124.07% |
Gibbs Wealth Management Gibbs Wealth Management | 8,391 | $870,331.16 | $1.28M | $411,142.36 | 47.24% |
First International Bank of Israel Ltd. First International Bank of Israel Ltd. | 1,431 | $242,712 | $204,647.31 | -$38,064.69 | -15.68% |
Basepoint Wealth LLC Basepoint Wealth LLC | 354 | $36,177.36 | $54,062.88 | $17,885.52 | 49.44% |
Invested Advisors Invested Advisors | 1,184 | $200,818 | $180,820.48 | -$19,997.52 | -9.96% |
Steadtrust LLC Steadtrust LLC | 2,423 | $239,005 | $370,040.56 | $131,035.56 | 54.83% |