| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bingham Private Wealth LLC Bingham Private Wealth LLC | 8,674 | $219,278.72 | $200,022.43 | -$19,256.29 | -8.78% |
Nicole Reese WPG Advisers LLC | 2,176 | $38,894.59 | $49,634.56 | $10,739.97 | 27.61% |
| AS Aryn Sands GK Wealth Management LLC | 5,128 | $129,635.84 | $118,251.67 | -$11,384.17 | -8.78% |
Molly Wheeler Burk Holdings LLC | 287 | $6,073 | $6,526.38 | $453.38 | 7.47% |
Caldwell Trust Co Caldwell Trust Co | 74 | $1,870.72 | $1,699.78 | -$170.94 | -9.14% |
Basepoint Wealth LLC Basepoint Wealth LLC | 649 | $15,313.31 | $14,758.26 | -$555.05 | -3.62% |
United Financial Planning Group LLC United Financial Planning Group LLC | 1,232 | $31,144.96 | $28,015.68 | -$3,129.28 | -10.05% |
Manske Wealth Management Manske Wealth Management | 35,418 | $470,705.33 | $816,739.04 | $346,033.71 | 73.51% |