| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EM Erin Mccann Simplicity Wealth LLC | 59,928 | $1.47M | $1.45M | -$21,792.93 | -1.49% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 30 | $723.3 | $724.8 | $1.5 | 0.21% |
| SCL Stance Capital LLC Stance Capital LLC | 3,112 | $73,941 | $75,196.5 | $1,255.5 | 1.7% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 1,261 | $30,207 | $30,478.37 | $271.37 | 0.9% |