| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AAI ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 3,434 | $1.21M | $1.13M | -$77,280.44 | -6.4% |
Landon Marsh Scott Marsh Financial LLC | 1,882 | $705,706 | $617,550.07 | -$88,155.93 | -12.49% |
| GWM Gibbs Wealth Management Gibbs Wealth Management | 1,830 | $543,504.21 | $598,013.44 | $54,509.23 | 10.03% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 4 | $1,432 | $1,307.22 | -$124.78 | -8.71% |
United Financial Planning Group LLC United Financial Planning Group LLC | 7 | $2,106 | $2,287.48 | $181.48 | 8.62% |
| MRC Munich Reinsurance Co Stock Corp in Munich Munich Reinsurance Co Stock Corp in Munich | 37,605 | $13.14M | $12.29M | -$847,941.16 | -6.45% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 40 | $13,275.74 | $13,072.2 | -$203.54 | -1.53% |