| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RFL Rossby Financial LLC Rossby Financial LLC | 8 | $9,430 | $9,460 | $30 | 0.32% |
Schnieders Capital Management LLC Schnieders Capital Management LLC | 1,033 | $1.28M | $1.22M | -$53,499.5 | -4.2% |
| CTC Caldwell Trust Co Caldwell Trust Co | 45 | $53,586 | $53,383.05 | -$202.95 | -0.38% |
| BFS Beacon Financial Strategies Corp Beacon Financial Strategies Corp | 40 | $48,480 | $47,437.8 | -$1,042.2 | -2.15% |
Momentum Wealth Planning LLC Momentum Wealth Planning LLC | 841 | $988,200.74 | $997,379.7 | $9,178.96 | 0.93% |
Virtue Asset Management LLC Virtue Asset Management LLC | 367 | $452,984 | $435,241.8 | -$17,742.2 | -3.92% |