| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rossby Financial LLC Rossby Financial LLC | 302 | $12,439 | $12,004.5 | -$434.5 | -3.49% |
| DWM Dogwood Wealth Management LLC Dogwood Wealth Management LLC | 132,047 | $5.51M | $5.25M | -$252,836.08 | -4.59% |
Bannerman Wealth Management Group LLC Bannerman Wealth Management Group LLC | 29,890 | $1.24M | $1.19M | -$55,286.23 | -4.44% |
Allison Vanaski Arcadia Wealth Management Inc. | 98,946 | $4.07M | $3.93M | -$137,008.27 | -3.37% |