| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 20,040 | $56,713.2 | $74,148 | $17,434.8 | 30.74% |
Janice M. Powell Diversify Advisory Services, LLC | 59,877 | $314,953.02 | $270,644.04 | -$44,308.98 | -14.07% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 59,877 | $314,953.02 | $221,544.9 | -$93,408.12 | -29.66% |