| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JRM Joanie R. Morioka Kondo Wealth Advisors Inc. | 2,120 | $243,546 | $239,835.6 | -$3,710.4 | -1.52% |
Jon Lewis Midwest Trust Co | 4,712 | $541,315 | $529,204.72 | -$12,110.28 | -2.24% |
Jordan Grabowski Alpha Zero LLC | 3,679 | $308,466.72 | $416,941.07 | $108,474.35 | 35.17% |
Caldwell Trust Co Caldwell Trust Co | 18 | $2,068 | $2,031.75 | -$36.25 | -1.75% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 2,116 | $243,086 | $237,647.96 | -$5,438.04 | -2.24% |
IFS Group LLC IFS Group LLC | 2,108 | $209,577.44 | $237,550.52 | $27,973.08 | 13.35% |