| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CCP Christopher C. Powers Farther Finance Advisors, LLC | 79 | $2,168.09 | $2,133.79 | -$34.3 | -1.58% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 168 | $4,309 | $4,537.68 | $228.68 | 5.31% |
| JHW Jefferson H. West Legacy Investment Solutions LLC | 27 | $694.89 | $729.27 | $34.38 | 4.95% |
| LWM Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID | 27 | $694.89 | $729.27 | $34.38 | 4.95% |
| FYW Future You Wealth LLC Future You Wealth LLC | 14,890 | $417,962 | $402,178.9 | -$15,783.1 | -3.78% |
| LH Lyle Hershey Master's Wealth Management Inc. | 55,827 | $1.44M | $1.51M | $66,969.6 | 4.65% |
| LS Lauren Sterling NerdWallet Wealth Partners LLC | 20,236 | $544,753 | $546,574.36 | $1,821.36 | 0.33% |
| CTC Caldwell Trust Co Caldwell Trust Co | 125 | $3,858.06 | $3,376.25 | -$481.81 | -12.49% |