| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Deirdre A. Dillon Virtus Fixed Income Advisers LLC | 61 | $1,841.86 | $1,826.64 | -$15.22 | -0.83% |
Landon Marsh Scott Marsh Financial LLC | 10,725 | $323,788 | $321,160.12 | -$2,627.88 | -0.81% |
| GWM Gibbs Wealth Management Gibbs Wealth Management | 240,202 | $7.21M | $7.19M | -$12,615.92 | -0.18% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 345 | $10,419 | $10,331.02 | -$87.98 | -0.84% |
United Financial Planning Group LLC United Financial Planning Group LLC | 298 | $9,016.98 | $8,923.61 | -$93.37 | -1.04% |
Manske Wealth Management Manske Wealth Management | 100,712 | $3.02M | $3.02M | -$919.03 | -0.03% |