| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RC Robert Chess L.M. Kohn & Company | 15,831 | $279,100.53 | $264,852.63 | -$14,247.9 | -5.1% |
Amanda Hawley Atria Wealth Solutions Inc. | 13,198 | $241,962.88 | $220,604.57 | -$21,358.31 | -8.83% |
| RN Ron New Whipplewood Advisors LLC | 40,641 | $717,778.05 | $677,891.88 | -$39,886.17 | -5.56% |
| KC Kim Cochenour FORM Wealth Advisors LLC | 13,735 | $242,139.46 | $229,786.55 | -$12,352.91 | -5.1% |
| SK Samira Kadam Synergy Investment Management LLC | 1,118 | $18,544 | $18,659.42 | $115.42 | 0.62% |