| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 591 | $12,819.35 | $13,279.18 | $459.83 | 3.59% |
| DN Daniel Newman Noble Wealth Management PBC | 817 | $18,203 | $18,357.17 | $154.17 | 0.85% |
| FDW Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC | 5 | $106.65 | $112.34 | $5.69 | 5.34% |
Thomas George Efthimiou Meadowbrook Wealth Management LLC | 10,100 | $225,028 | $226,936.9 | $1,908.9 | 0.85% |