| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kimberly Cappellano Private Wealth Asset Management LLC | 2,750 | $53,617.82 | $55,907.77 | $2,289.95 | 4.27% |
| PIA Panoramic Investment Advisors LLC Panoramic Investment Advisors LLC | 14,500 | $305,950 | $295,292.5 | -$10,657.5 | -3.48% |
Christopher C. Powers Farther Finance Advisors, LLC | 689 | $13,239.87 | $13,952.25 | $712.38 | 5.38% |
VestGen Advisors LLC VestGen Advisors LLC | 18,087 | $365,927.65 | $372,409.52 | $6,481.87 | 1.77% |
Daniel Miladinovich DKM Wealth Management Inc. | 12,170 | $233,203.86 | $250,154.35 | $16,950.49 | 7.27% |