| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Caldwell Trust Co Caldwell Trust Co | 6,473 | $87,640.85 | $65,215.47 | -$22,425.38 | -25.59% |
Basepoint Wealth LLC Basepoint Wealth LLC | 2,272 | $26,426.76 | $22,935.84 | -$3,490.92 | -13.21% |
Virtue Asset Management LLC Virtue Asset Management LLC | 18,826 | $214,428.49 | $187,601.09 | -$26,827.4 | -12.51% |
Manske Wealth Management Manske Wealth Management | 11,638 | $131,204.94 | $117,718.37 | -$13,486.57 | -10.28% |