| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CD Carrie Delgott Wescott Financial Advisory Group LLC | 41,607 | $1.32M | $76,556.88 | -$1.24M | -94.2% |
| AI Ana-Maria Ignat Covestor Ltd | 2,339 | $3,818.71 | $4,303.76 | $485.05 | 12.7% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 1,000 | $5,030 | $1,840 | -$3,190 | -63.42% |
Carmen McClennon WR Wealth Planners, LLC | 150 | $1,785 | $274.5 | -$1,510.5 | -84.62% |