| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CTC Caldwell Trust Co Caldwell Trust Co | 6,473 | $87,640.85 | $72,950.71 | -$14,690.14 | -16.76% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 2,272 | $26,426.76 | $25,968.96 | -$457.8 | -1.73% |
Virtue Asset Management LLC Virtue Asset Management LLC | 18,826 | $214,428.49 | $212,169.02 | -$2,259.47 | -1.05% |
Manske Wealth Management Manske Wealth Management | 11,638 | $131,204.94 | $131,160.26 | -$44.68 | -0.03% |