| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RC Robert Chess L.M. Kohn & Company | 15,831 | $279,100.53 | $248,071.77 | -$31,028.76 | -11.12% |
Amanda Hawley Atria Wealth Solutions Inc. | 13,198 | $241,962.88 | $206,812.66 | -$35,150.22 | -14.53% |
| RN Ron New Whipplewood Advisors LLC | 41,532 | $732,460.39 | $648,522.18 | -$83,938.21 | -11.46% |
| KC Kim Cochenour FORM Wealth Advisors LLC | 13,947 | $245,469.6 | $218,688.96 | -$26,780.64 | -10.91% |
Samira Kadam Synergy Investment Management LLC | 1,135 | $18,824.06 | $17,796.8 | -$1,027.26 | -5.46% |