| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RFL Rossby Financial LLC Rossby Financial LLC | 3,186 | $58,591 | $59,148.09 | $557.09 | 0.95% |
| JH Julie Hazzard 10Elms LLP | 23,010 | $435,119 | $427,180.65 | -$7,938.35 | -1.82% |
| FDW Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC | 6 | $117 | $111.39 | -$5.61 | -4.79% |
| BWM Barnes Wealth Management Group Inc. Barnes Wealth Management Group Inc. | 19,744 | $382,162.15 | $367,139.68 | -$15,022.47 | -3.93% |
Nicole Reese WPG Advisers LLC | 1,805 | $34,419.35 | $33,545.92 | -$873.43 | -2.54% |
Heydon Traub Traub Capital Management LLC | 87,135 | $1.64M | $1.62M | -$21,347.76 | -1.3% |
| CTC Caldwell Trust Co Caldwell Trust Co | 498 | $9,683.98 | $9,255.33 | -$428.65 | -4.43% |
Invested Advisors Invested Advisors | 16,408 | $310,272.4 | $304,778.6 | -$5,493.8 | -1.77% |