| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Birchbrook Inc. Birchbrook Inc. | 80 | $4,984 | $5,084.8 | $100.8 | 2.02% |
Horan Wealth LLC Horan Wealth LLC | 21,250 | $1.35M | $1.35M | $3,080.52 | 0.23% |
Caldwell Trust Co Caldwell Trust Co | 527 | $36,272.36 | $34,202.3 | -$2,070.06 | -5.71% |
ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 11,834 | $775,449.48 | $752,169.04 | -$23,280.44 | -3% |
David W. Young III Clarion Wealth Managment Partners LLC | 18,133 | $1.13M | $1.17M | $40,138.18 | 3.55% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 14,302 | $961,138.31 | $909,035.12 | -$52,103.19 | -5.42% |
Basepoint Wealth LLC Basepoint Wealth LLC | 4,006 | $286,134.3 | $254,621.36 | -$31,512.94 | -11.01% |
Kepler Cheuvreux (Suisse) SA Kepler Cheuvreux (Suisse) SA | 19,634 | $1.26M | $1.25M | -$15,787.88 | -1.25% |