| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
United Financial Planning Group LLC United Financial Planning Group LLC | 419 | $12,089.94 | $11,834.65 | -$255.29 | -2.11% |
Invested Advisors Invested Advisors | 9,511 | $274,271.84 | $268,638.19 | -$5,633.65 | -2.05% |
Blalock Williams LLC Blalock Williams LLC | 24,342 | $700,319.12 | $687,539.79 | -$12,779.33 | -1.82% |