| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 80 | $16,390.4 | $7,833.6 | -$8,556.8 | -52.21% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 2,261 | $240,276 | $196,096.53 | -$44,179.47 | -18.39% |
Jefferson H. West Legacy Investment Solutions LLC | 10 | $727 | $973.1 | $246.1 | 33.85% |