| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
VestGen Advisors LLC VestGen Advisors LLC | 5,142 | $515,126 | $515,393.46 | $267.46 | 0.05% |
| GJM Gabriel J. Markiz Portland Financial Advisors Inc. | 3,382 | $339,408.48 | $338,977.86 | -$430.62 | -0.13% |
Maridea Wealth Management LLC Maridea Wealth Management LLC | 129,343 | $12.98M | $12.96M | -$16,543.62 | -0.13% |
| RFL Rossby Financial LLC Rossby Financial LLC | 905 | $90,591.84 | $90,712.4 | $120.56 | 0.13% |
Nicole Reese WPG Advisers LLC | 832 | $83,283.46 | $83,395.52 | $112.06 | 0.13% |
David Dirks Plum Street Advisors LLC | 22,352 | $2.24M | $2.24M | -$1,464 | -0.07% |