| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RFL Rossby Financial LLC Rossby Financial LLC | 302 | $12,439 | $12,418.24 | -$20.76 | -0.17% |
| DWM Dogwood Wealth Management LLC Dogwood Wealth Management LLC | 132,047 | $5.51M | $5.43M | -$77,213.57 | -1.4% |
| BWM Bannerman Wealth Management Group LLC Bannerman Wealth Management Group LLC | 30,640 | $1.28M | $1.26M | -$15,769.07 | -1.24% |
Allison Vanaski Arcadia Wealth Management Inc. | 93,930 | $3.86M | $3.86M | $571.66 | 0.01% |