| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jim Clark Worth Asset Management LLC | 2,319 | $234,891.51 | $225,429.99 | -$9,461.52 | -4.03% |
Christopher C. Powers Farther Finance Advisors, LLC | 9,410 | $951,727 | $913,522.82 | -$38,204.18 | -4.01% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 200 | $20,228 | $19,564 | -$664 | -3.28% |