| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Longview Financial Advisors LLC Longview Financial Advisors LLC | 1,251 | $152,109.49 | $191,603.16 | $39,493.67 | 25.96% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 1,564 | $198,387.33 | $239,542.24 | $41,154.91 | 20.74% |
Jon Lewis Midwest Trust Co | 7,401 | $946,465.34 | $1.13M | $187,071.82 | 19.77% |
| CTC Caldwell Trust Co Caldwell Trust Co | 800 | $53,608 | $122,528 | $68,920 | 128.56% |
Michael Behner Nautilus Advisors LLC | 6,200 | $753,858 | $949,592 | $195,734 | 25.96% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 379 | $52,904.99 | $60,200.36 | $7,295.37 | 13.79% |
| BML Berman McAleer LLC Berman McAleer LLC | 9,254 | $1.26M | $1.42M | $161,697.15 | 12.88% |