| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Defined Financial Planning LLC Defined Financial Planning LLC | 152,014 | $6.55M | $6.57M | $22,181.94 | 0.34% |
| SDL Scott D. Lasky Lionshead Wealth Management LLC | 10,835 | $470,865.2 | $468,451.22 | -$2,413.98 | -0.51% |
Baer Investment Advisory LLC Baer Investment Advisory LLC | 4,845 | $210,515 | $209,376.67 | -$1,138.33 | -0.54% |
| BWM Barnes Wealth Management Group Inc. Barnes Wealth Management Group Inc. | 19,967 | $860,212.7 | $862,674.23 | $2,461.53 | 0.29% |
Justin Boggs Optima Capital LLC | 101,290 | $4.46M | $4.38M | -$83,438.09 | -1.87% |
| CTC Caldwell Trust Co Caldwell Trust Co | 300 | $12,876 | $12,961.5 | $85.5 | 0.66% |