| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| HAP Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 146 | $45,433 | $55,119.38 | $9,686.38 | 21.32% |
| JL Jon Lewis Midwest Trust Co | 22,001 | $7.57M | $8.31M | $731,081.1 | 9.65% |
| JHB John H. Bai Credential Securities Inc. | 500 | $80,158.26 | $188,765 | $108,606.74 | 135.49% |
| WWL Winnow Wealth LLC Winnow Wealth LLC | 3,108 | $1.08M | $1.17M | $94,887.24 | 8.8% |
| BCM Boreal Capital Management LLC Boreal Capital Management LLC | 9 | $2,800 | $3,397.77 | $597.77 | 21.35% |
| AAI ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 15,890 | $4.52M | $6M | $1.48M | 32.63% |
| GWM Gibbs Wealth Management Gibbs Wealth Management | 683 | $225,166.75 | $257,852.99 | $32,686.24 | 14.52% |
| SWM Steinberganna Wealth Management Steinberganna Wealth Management | 627 | $217,348.19 | $236,711.31 | $19,363.12 | 8.91% |
| VAM Virtue Asset Management LLC Virtue Asset Management LLC | 611 | $211,730.22 | $230,670.83 | $18,940.61 | 8.95% |
| SEG Stuart E. Greenfield Greenfield Seitz Capital Management LLC | 3,014 | $870,563.73 | $1.14M | $266,588.33 | 30.62% |