| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RFL Rossby Financial LLC Rossby Financial LLC | 52 | $991 | $992.16 | $1.16 | 0.12% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 250 | $4,750 | $4,790 | $40 | 0.84% |
David R. Hess Wealth Management Associates Inc. | 18,964 | $366,462.88 | $361,833.12 | -$4,629.76 | -1.26% |
Winnow Wealth LLC Winnow Wealth LLC | 33,967 | $679,340 | $648,090.36 | -$31,249.64 | -4.6% |
| SWM Steinberganna Wealth Management Steinberganna Wealth Management | 16,405 | $317,215.57 | $313,007.4 | -$4,208.17 | -1.33% |