| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EM Erin Mccann Simplicity Wealth LLC | 63,747 | $1.56M | $1.54M | -$21,892.83 | -1.4% |
| LM Leanne Menzel Smallwood Wealth Investment Management LLC | 30 | $723.3 | $724.2 | $0.9 | 0.12% |