| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JSA Jim Saulnier & Associates LLC Jim Saulnier & Associates LLC | 8,291 | $437,842.15 | $439,340.09 | $1,497.94 | 0.34% |
Melinda Trachsel Fiduciary Advisors Inc. | 202 | $10,569.97 | $10,703.98 | $134.01 | 1.27% |
HMV Wealth Advisors LLC HMV Wealth Advisors LLC | 10,655 | $557,248 | $564,608.45 | $7,360.45 | 1.32% |
| DWM Dogwood Wealth Management LLC Dogwood Wealth Management LLC | 821 | $42,339.41 | $43,504.79 | $1,165.38 | 2.75% |
| ML Maseco LLP Maseco LLP | 793 | $42,675.49 | $42,021.07 | -$654.42 | -1.53% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 464 | $24,994.37 | $24,587.36 | -$407.01 | -1.63% |