| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Plan A Wealth LLC Plan A Wealth LLC | 25,038 | $679,922.16 | $591,147.18 | -$88,774.98 | -13.06% |
Manske Wealth Management Manske Wealth Management | 69,989 | $1.86M | $1.65M | -$210,892.18 | -11.35% |
Wallace Jones WJ Financial Advisors LLC | 9,105 | $237,094.36 | $214,377.22 | -$22,717.14 | -9.58% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 446 | $11,017.7 | $10,458.7 | -$559 | -5.07% |
Steadtrust LLC Steadtrust LLC | 19,400 | $458,228 | $456,385 | -$1,843 | -0.4% |