| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RFL Rossby Financial LLC Rossby Financial LLC | 302 | $12,439 | $12,312.54 | -$126.46 | -1.02% |
| DWM Dogwood Wealth Management LLC Dogwood Wealth Management LLC | 132,047 | $5.51M | $5.38M | -$121,449.31 | -2.21% |
| BWM Bannerman Wealth Management Group LLC Bannerman Wealth Management Group LLC | 30,640 | $1.28M | $1.25M | -$26,033.47 | -2.04% |
Allison Vanaski Arcadia Wealth Management Inc. | 98,946 | $4.07M | $4.03M | -$42,020.11 | -1.03% |