| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Longview Financial Advisors LLC Longview Financial Advisors LLC | 6 | $301 | $299.19 | -$1.81 | -0.6% |
| RLV Ronald L. Valpey Valpey Financial Services LLC | 22,101 | $1.11M | $1.1M | -$2,873.13 | -0.26% |
Allison Brecher Vestwell Advisors LLC | 185,085 | $9.41M | $9.23M | -$176,415 | -1.88% |
Jim Cullen Midwestern Financial LLC /IA | 67,458 | $3.43M | $3.36M | -$62,427.27 | -1.82% |
United Financial Planning Group LLC United Financial Planning Group LLC | 11 | $550 | $548.51 | -$1.49 | -0.27% |
Blalock Williams LLC Blalock Williams LLC | 7,201 | $365,719.53 | $359,077.86 | -$6,641.67 | -1.82% |