| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| ML Maseco LLP Maseco LLP | 712 | $160,631 | $164,728.32 | $4,097.32 | 2.55% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 1,803 | $394,350.98 | $415,465.27 | $21,114.29 | 5.35% |
Jon Lewis Midwest Trust Co | 1,059 | $238,794 | $245,010.24 | $6,216.24 | 2.6% |
| CTC Caldwell Trust Co Caldwell Trust Co | 35 | $5,642 | $8,065.05 | $2,423.05 | 42.95% |
Fearless Solutions LLC dba Best Invest Fearless Solutions LLC dba Best Invest | 1,120 | $236,851.06 | $258,081.59 | $21,230.53 | 8.96% |
Steve Erken Maxele Advisors LLC | 1,883 | $379,347.95 | $439,266.24 | $59,918.29 | 15.8% |