| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CTC Caldwell Trust Co Caldwell Trust Co | 2,070 | $77,744.96 | $76,134.6 | -$1,610.36 | -2.07% |
Landon Marsh Scott Marsh Financial LLC | 45,836 | $1.72M | $1.69M | -$33,481.92 | -1.95% |
| GWM Gibbs Wealth Management Gibbs Wealth Management | 112,738 | $4.14M | $4.15M | $6,619.81 | 0.16% |
Allison Brecher Vestwell Advisors LLC | 32,052 | $1.2M | $1.18M | -$21,723.49 | -1.81% |
Invested Advisors Invested Advisors | 12,577 | $470,139.5 | $462,582.06 | -$7,557.44 | -1.61% |