| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 176 | $8,976 | $8,873.92 | -$102.08 | -1.14% |
| BM Berkeley Meredith Hughes Financial Services LLC | 1,223 | $62,373 | $61,626.97 | -$746.03 | -1.2% |
| FG Fabian Guerra Guerra Advisors Inc. | 2,137 | $108,987 | $107,683.43 | -$1,303.57 | -1.2% |
| SK Sarah Kopesky Breakthru Advisory Services LLC | 91,220 | $4.65M | $4.6M | -$55,653.06 | -1.2% |
| RFL Rossby Financial LLC Rossby Financial LLC | 14 | $715 | $705.11 | -$9.89 | -1.38% |
| CWM Copia Wealth Management Copia Wealth Management | 156 | $7,965 | $7,855.38 | -$109.62 | -1.38% |
Jon Lewis Midwest Trust Co | 9,273 | $472,923 | $466,756.45 | -$6,166.55 | -1.3% |