| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Angela Mari Abich Financial Wealth Management LLC | 376 | $15,491 | $14,474.12 | -$1,016.88 | -6.56% |
Kevin Kuhn Kuhn & Co Investment Counsel | 16,456 | $675,212.19 | $635,695.28 | -$39,516.91 | -5.85% |
Dana Weymouth Painted Porch Advisors LLC | 9,500 | $382,470 | $367,080 | -$15,390 | -4.02% |
| KDZ Kent D. Zahner KEYNOTE FINANCIAL SERVICES LLC | 7,840 | $320,916.94 | $302,663.2 | -$18,253.74 | -5.69% |
Marquette Associates Inc. Marquette Associates Inc. | 145 | $5,838 | $5,580.32 | -$257.68 | -4.41% |
VestGen Advisors LLC VestGen Advisors LLC | 52,113 | $2.09M | $2.01M | -$79,212.22 | -3.78% |
| MDR Michael D. Richards Jr. Capital A Wealth Management LLC | 723 | $29,549 | $27,846.34 | -$1,702.66 | -5.76% |
| DWM Dogwood Wealth Management LLC Dogwood Wealth Management LLC | 45,174 | $1.84M | $1.74M | -$105,733.32 | -5.73% |
Caldwell Trust Co Caldwell Trust Co | 135 | $5,451 | $5,196.82 | -$254.18 | -4.66% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 3,720 | $150,902 | $143,127 | -$7,775 | -5.15% |