| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bradley Wilson Crews Bank & Trust | 21,810 | $881,418.17 | $880,033.5 | -$1,384.67 | -0.16% |
| SK Samira Kadam Synergy Investment Management LLC | 771 | $31,226 | $31,129.12 | -$96.88 | -0.31% |
| RFL Rossby Financial LLC Rossby Financial LLC | 344 | $13,889 | $13,889 | - | - |
| PWM PTM Wealth Management LLC PTM Wealth Management LLC | 471,521 | $19.1M | $19.03M | -$67,740.46 | -0.35% |
| BWM Barnes Wealth Management Group Inc. Barnes Wealth Management Group Inc. | 49,836 | $2.02M | $2.01M | -$5,382.2 | -0.27% |
| WWA Wisconsin Wealth Advisors LLC Wisconsin Wealth Advisors LLC | 7,196 | $292,782.55 | $290,574.48 | -$2,208.07 | -0.75% |