| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Janice M. Powell Diversify Advisory Services, LLC | 24,560 | $1.73M | $1.44M | -$283,210.45 | -16.41% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 24,560 | $1.69M | $1.44M | -$248,385.51 | -14.69% |
Rossby Financial LLC Rossby Financial LLC | 3,201 | $214,695.98 | $215,427 | $731.02 | 0.34% |
MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 210 | $14,503 | $14,503 | - | - |
Deirdre A. Dillon Virtus Fixed Income Advisers LLC | 8,850 | $599,853 | $599,853 | - | - |