| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EPI Evelyn Partners Investment Management Services Ltd. Evelyn Partners Investment Management Services Ltd. | 3,120 | $216,454.98 | $222,830.4 | $6,375.42 | 2.94% |
Patricia Frisch ANB Bank | 3,268.5 | $272,854.38 | $233,436.27 | -$39,418.11 | -14.45% |
Nicole Reese WPG Advisers LLC | 177 | $12,388.2 | $12,641.34 | $253.14 | 2.04% |
| QFW QTR Family Wealth LLC QTR Family Wealth LLC | 3,749 | $310,975.8 | $267,753.58 | -$43,222.22 | -13.9% |
| HIA HFM Investment Advisors LLC HFM Investment Advisors LLC | 13.5 | $905.67 | $964.17 | $58.5 | 6.46% |
Jon Lewis Midwest Trust Co | 3,779 | $261,457.67 | $269,896.18 | $8,438.51 | 3.23% |
| BCM Boreal Capital Management LLC Boreal Capital Management LLC | 145 | $10,969.1 | $10,355.9 | -$613.2 | -5.59% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 102 | $8,571.98 | $7,284.84 | -$1,287.14 | -15.02% |
| PWA Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 3 | $224 | $214.26 | -$9.74 | -4.35% |