| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MDR Michael D. Richards Jr. Capital A Wealth Management LLC | 151 | $11,560.56 | $11,335.57 | -$224.99 | -1.95% |
SwitchPoint Financial Planning LLC SwitchPoint Financial Planning LLC | 7,791 | $577,969 | $589,233.33 | $11,264.33 | 1.95% |
Tim Thomas Members Wealth LLC | 4,799 | $362,328.13 | $360,260.93 | -$2,067.2 | -0.57% |
David Dirks Plum Street Advisors LLC | 104,941 | $7.62M | $7.9M | $287,791.96 | 3.78% |
| BFS Beacon Financial Strategies Corp Beacon Financial Strategies Corp | 4,820 | $339,232 | $361,837.4 | $22,605.4 | 6.66% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 450 | $33,863 | $33,781.5 | -$81.5 | -0.24% |