| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Winnow Wealth LLC Winnow Wealth LLC | 35,848 | $716,960 | $690,970.2 | -$25,989.8 | -3.62% |
| SWM Steinberganna Wealth Management Steinberganna Wealth Management | 16,405 | $317,215.57 | $316,206.37 | -$1,009.2 | -0.32% |