| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SWM Steinberganna Wealth Management Steinberganna Wealth Management | 3,914 | $436,243.48 | $420,989.84 | -$15,253.64 | -3.5% |
Invested Advisors Invested Advisors | 3,303 | $354,837.12 | $355,270.68 | $433.56 | 0.12% |
Adam Weisner Sherman Porfolios LLC | 12,626 | $1.39M | $1.36M | -$33,206.47 | -2.39% |
Steve Erken Maxele Advisors LLC | 2,219 | $294,061.88 | $238,675.64 | -$55,386.24 | -18.83% |