| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jon Lewis Midwest Trust Co | 5,279 | $425,732.78 | $405,479.99 | -$20,252.79 | -4.76% |
John H. Bai Credential Securities Inc. | 60 | $5,233 | $4,625.4 | -$607.6 | -11.61% |
Timothy T. Murray Gladwyn Financial Advisors Inc. | 46,436 | $3.74M | $3.58M | -$158,238.68 | -4.23% |
Lauren Sterling NerdWallet Wealth Partners LLC | 50,352 | $4.07M | $3.88M | -$184,356.81 | -4.53% |
Deirdre A. Dillon Virtus Fixed Income Advisers LLC | 19,253 | $1.55M | $1.49M | -$63,352.67 | -4.09% |
Adam Scott Argyle Capital Partners LLC | 12,035 | $949,406.8 | $927,778.1 | -$21,628.7 | -2.28% |
Caldwell Trust Co Caldwell Trust Co | 3,764 | $310,426.13 | $290,110.3 | -$20,315.83 | -6.54% |
Birch Financial Group LLC Birch Financial Group LLC | 14,835 | $1.18M | $1.14M | -$42,025.27 | -3.56% |
Basepoint Wealth LLC Basepoint Wealth LLC | 1,171 | $94,394.52 | $89,944.51 | -$4,450.01 | -4.71% |
Steinberganna Wealth Management Steinberganna Wealth Management | 3,385 | $274,800.11 | $260,001.85 | -$14,798.26 | -5.39% |
Aventus Investment Advisors Inc. Aventus Investment Advisors Inc. | 14,949 | $1.19M | $1.15M | -$42,462.59 | -3.55% |
Brian Mann Mann Financial Group Inc. | 7,701 | $613,149.46 | $593,593.08 | -$19,556.38 | -3.19% |
Darrell T. Roberts American Wealth Advisors LLC | 5,882 | $477,400.74 | $453,061.05 | -$24,339.69 | -5.1% |
Adam Weisner Sherman Porfolios LLC | 16,856 | $1.36M | $1.3M | -$58,237.39 | -4.28% |