| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CS Corrie Scoby Coordinated Financial Services Inc. | 720 | $860,114.08 | $853,660.8 | -$6,453.28 | -0.75% |
| RFL Rossby Financial LLC Rossby Financial LLC | 8 | $9,430 | $9,485.12 | $55.12 | 0.58% |
Schnieders Capital Management LLC Schnieders Capital Management LLC | 1,033 | $1.28M | $1.22M | -$50,255.88 | -3.94% |
Deirdre A. Dillon Virtus Fixed Income Advisers LLC | 272 | $314,690 | $318,512 | $3,822 | 1.21% |
| CTC Caldwell Trust Co Caldwell Trust Co | 45 | $53,586 | $53,353.8 | -$232.2 | -0.43% |
| BFS Beacon Financial Strategies Corp Beacon Financial Strategies Corp | 40 | $48,480 | $47,425.6 | -$1,054.4 | -2.17% |
Momentum Wealth Planning LLC Momentum Wealth Planning LLC | 841 | $988,200.74 | $992,905.62 | $4,704.88 | 0.48% |
Virtue Asset Management LLC Virtue Asset Management LLC | 388 | $477,281 | $460,028.32 | -$17,252.68 | -3.61% |