| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EM Erin Mccann Simplicity Wealth LLC | 68,361 | $1.67M | $1.64M | -$28,915.15 | -1.73% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 30 | $723.3 | $720.9 | -$2.4 | -0.33% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 1,261 | $30,207 | $30,301.83 | $94.83 | 0.31% |