| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 3,693 | $220,102.8 | $217,806.12 | -$2,296.68 | -1.04% |
Rebecca Loeffler Corus Family Wealth Advisors | 4,418 | $263,312.8 | $260,565.25 | -$2,747.55 | -1.04% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 19 | $1,132.4 | $1,120.58 | -$11.82 | -1.04% |
Nelson J. Lam LAM GROUP Inc. | 50 | $2,849.4 | $2,948.9 | $99.5 | 3.49% |
Christopher C. Powers Farther Finance Advisors, LLC | 643 | $39,274 | $38,554.28 | -$719.72 | -1.83% |
Shepherd Wealth Management Ltd. Shepherd Wealth Management Ltd. | 5,077 | $302,589.2 | $309,234.99 | $6,645.79 | 2.2% |
| HAS Hayley A. Snell LRI Investments, LLC | 28 | $1,714 | $1,678.88 | -$35.12 | -2.05% |
Allodium Investment Consultants LLC Allodium Investment Consultants LLC | 3,675 | $224,476 | $220,830.75 | -$3,645.25 | -1.62% |
Molly Wheeler Burk Holdings LLC | 800 | $48,864 | $48,056 | -$808 | -1.65% |