| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 3,693 | $220,102.8 | $221,949.3 | $1,846.5 | 0.84% |
Rebecca Loeffler Corus Family Wealth Advisors | 4,418 | $263,312.8 | $263,710.42 | $397.62 | 0.15% |
Nelson J. Lam LAM GROUP Inc. | 50 | $2,849.4 | $3,000 | $150.6 | 5.29% |
Christopher C. Powers Farther Finance Advisors, LLC | 643 | $39,274 | $38,457.83 | -$816.17 | -2.08% |
| HAS Hayley A. Snell LRI Investments, LLC | 28 | $1,714 | $1,674.68 | -$39.32 | -2.29% |
Allodium Investment Consultants LLC Allodium Investment Consultants LLC | 3,675 | $224,476 | $221,914.87 | -$2,561.13 | -1.14% |