| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Dirks Plum Street Advisors LLC | 3,747 | $621,049.14 | $620,035.06 | -$1,014.08 | -0.16% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 102 | $21,591.32 | $25,755 | $4,163.68 | 19.28% |