| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EM Erin Mccann Simplicity Wealth LLC | 3,257 | $263,090.69 | $268,849.06 | $5,758.37 | 2.19% |
Annmarie Young KPP Advisory Services LLC | 9,597 | $606,285 | $792,184.36 | $185,899.36 | 30.66% |
Christopher C. Powers Farther Finance Advisors, LLC | 4,377 | $357,541 | $361,299.03 | $3,758.03 | 1.05% |
| OAS Optivise Advisory Services LLC Optivise Advisory Services LLC | 2,465 | $201,357 | $203,473.42 | $2,116.42 | 1.05% |