| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Financial Harvest LLC Financial Harvest LLC | 16,631 | $1.27M | $1.23M | -$39,775.98 | -3.14% |
| JS Joseph Shenton Permanent Capital Management LP | 4,379 | $333,592.1 | $324,440.11 | -$9,151.99 | -2.74% |
| MDR Michael D. Richards Jr. Capital A Wealth Management LLC | 151 | $11,560.56 | $11,148.33 | -$412.23 | -3.57% |
SwitchPoint Financial Planning LLC SwitchPoint Financial Planning LLC | 7,791 | $577,969 | $574,819.98 | -$3,149.02 | -0.54% |
Tim Thomas Members Wealth LLC | 4,799 | $362,328.13 | $354,214.19 | -$8,113.94 | -2.24% |
David Dirks Plum Street Advisors LLC | 104,941 | $7.62M | $7.73M | $110,441.67 | 1.45% |
Beacon Financial Strategies Corp Beacon Financial Strategies Corp | 4,820 | $339,232 | $356,511.3 | $17,279.3 | 5.09% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 450 | $33,863 | $33,239.25 | -$623.75 | -1.84% |