| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 14,060 | $63,691.8 | $45,132.6 | -$18,559.2 | -29.14% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 24,040 | $77,753.2 | $75,966.4 | -$1,786.8 | -2.3% |
Jeffrey M Bernstein Silverberg Bernstein Capital Management LLC | 66,391 | $260,917 | $212,451.2 | -$48,465.8 | -18.58% |
Janice M. Powell Diversify Advisory Services, LLC | 59,877 | $314,953.02 | $188,612.55 | -$126,340.47 | -40.11% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 59,877 | $314,953.02 | $189,211.32 | -$125,741.7 | -39.92% |