| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RLV Ronald L. Valpey Valpey Financial Services LLC | 25,776 | $1.29M | $1.27M | -$20,065.87 | -1.55% |
Winnow Wealth LLC Winnow Wealth LLC | 11,122 | $547,216 | $548,648.26 | $1,432.26 | 0.26% |
Allison Brecher Vestwell Advisors LLC | 175,857 | $8.94M | $8.66M | -$273,402.45 | -3.06% |
Jim Cullen Midwestern Financial LLC /IA | 70,882 | $3.6M | $3.5M | -$104,941.69 | -2.91% |
United Financial Planning Group LLC United Financial Planning Group LLC | 11 | $550 | $541.91 | -$8.09 | -1.47% |
Brian Mann Mann Financial Group Inc. | 5,738 | $287,890.52 | $283,055.54 | -$4,834.98 | -1.68% |