| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Comprehensive Money Management Services LLC Comprehensive Money Management Services LLC | 15,462 | $374,025.75 | $367,531.74 | -$6,494.01 | -1.74% |
QTR Family Wealth LLC QTR Family Wealth LLC | 30,000 | $732,450 | $710,250 | -$22,200 | -3.03% |
Jon Lewis Midwest Trust Co | 68,900 | $1.68M | $1.63M | -$49,805.31 | -2.97% |
Caldwell Trust Co Caldwell Trust Co | 500 | $12,120 | $11,832.5 | -$287.5 | -2.37% |