| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rossby Financial LLC Rossby Financial LLC | 52 | $991 | $963.04 | -$27.96 | -2.82% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 250 | $4,750 | $4,638.75 | -$111.25 | -2.34% |
David R. Hess Wealth Management Associates Inc. | 18,964 | $366,462.88 | $351,971.84 | -$14,491.04 | -3.95% |
| AS Aryn Sands GK Wealth Management LLC | 76 | $1,400 | $1,411.32 | $11.32 | 0.81% |
Winnow Wealth LLC Winnow Wealth LLC | 25,093 | $501,860 | $464,722.36 | -$37,137.64 | -7.4% |
Steinberganna Wealth Management Steinberganna Wealth Management | 16,643 | $321,806.6 | $308,228.36 | -$13,578.24 | -4.22% |