| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Patricia Frisch ANB Bank | 21,132 | $988,429.94 | $994,154.94 | $5,725 | 0.58% |
David Dirks Plum Street Advisors LLC | 61,015 | $2.9M | $2.87M | -$29,859.22 | -1.03% |
Birchbrook Inc. Birchbrook Inc. | 6,044 | $287,558.15 | $284,339.98 | -$3,218.17 | -1.12% |
William P. Ratcliff Rebel Financial LLC | 130,444 | $6.24M | $6.14M | -$104,616.54 | -1.68% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 14,546 | $695,966 | $684,316.57 | -$11,649.43 | -1.67% |