| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
William Cantus Pacific Sage Partners LLC | 19,443 | $994,413 | $1M | $7,214.53 | 0.73% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 39,579 | $2.02M | $2.02M | -$2,246.43 | -0.11% |
Neal D. Carlson Forthright Family Wealth Advisory LLC | 39,973 | $2.04M | $2.05M | $6,627.58 | 0.32% |
Heather Fowler A4 Wealth Advisors LLC | 16,846 | $861,597 | $864,401.95 | $2,804.95 | 0.33% |