| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
SkyOak Wealth SkyOak Wealth LLC | 11,000 | $84,920 | $27,995 | -$56,925 | -67.03% |
Daniel Russell Naviter Wealth LLC | 11,000 | $28,050 | $27,775 | -$275 | -0.98% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 1,200 | $3,960 | $3,018 | -$942 | -23.79% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 2 | $5 | $5.12 | $0.12 | 2.4% |
Christopher C. Powers Farther Finance Advisors, LLC | 800 | $1,856 | $1,984 | $128 | 6.9% |
| SC Shawn Clark Accredited Wealth Management LLC | 150 | $517.5 | $378.75 | -$138.75 | -26.81% |