| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Evelyn Partners Investment Management Services Ltd. Evelyn Partners Investment Management Services Ltd. | 3,120 | $216,454.98 | $211,614 | -$4,840.98 | -2.24% |
Nicole Reese WPG Advisers LLC | 129 | $8,993.69 | $8,861.01 | -$132.68 | -1.48% |
HFM Investment Advisors LLC HFM Investment Advisors LLC | 25 | $1,711.82 | $1,662.25 | -$49.57 | -2.9% |
Jon Lewis Midwest Trust Co | 3,779 | $261,457.67 | $255,006.92 | -$6,450.75 | -2.47% |
Boreal Capital Management LLC Boreal Capital Management LLC | 145 | $10,969.1 | $9,747.62 | -$1,221.48 | -11.14% |
Basepoint Wealth LLC Basepoint Wealth LLC | 104 | $8,715.57 | $7,015.84 | -$1,699.73 | -19.5% |