| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Angela Mari Abich Financial Wealth Management LLC | 376 | $15,491 | $15,056.92 | -$434.08 | -2.8% |
Kevin Kuhn Kuhn & Co Investment Counsel | 16,456 | $675,212.19 | $658,980.49 | -$16,231.7 | -2.4% |
Dana Weymouth Painted Porch Advisors LLC | 9,500 | $382,470 | $380,427.48 | -$2,042.52 | -0.53% |
| KDZ Kent D. Zahner KEYNOTE FINANCIAL SERVICES LLC | 6,210 | $255,293.23 | $248,679.44 | -$6,613.79 | -2.59% |
Marquette Associates Inc. Marquette Associates Inc. | 145 | $5,838 | $5,828.27 | -$9.73 | -0.17% |
VestGen Advisors LLC VestGen Advisors LLC | 52,113 | $2.09M | $2.09M | -$6,775.15 | -0.32% |
| MDR Michael D. Richards Jr. Capital A Wealth Management LLC | 723 | $29,549 | $28,952.53 | -$596.47 | -2.02% |
| DWM Dogwood Wealth Management LLC Dogwood Wealth Management LLC | 45,174 | $1.84M | $1.81M | -$35,261.97 | -1.91% |
| CTC Caldwell Trust Co Caldwell Trust Co | 135 | $5,451 | $5,406.07 | -$44.93 | -0.82% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 3,720 | $150,902 | $148,967.39 | -$1,934.61 | -1.28% |