| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MTW Masso Torrence Wealth Management Inc. Masso Torrence Wealth Management Inc. | 31,755 | $782,945.61 | $778,791.37 | -$4,154.24 | -0.53% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 9,526 | $236,340.06 | $233,720.41 | -$2,619.65 | -1.11% |
Christopher C. Powers Farther Finance Advisors, LLC | 13,985 | $349,764.85 | $343,121.97 | -$6,642.88 | -1.9% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 8,255 | $206,882.7 | $202,247.5 | -$4,635.2 | -2.24% |
Geoffrey A. Frazier Global Financial Private Client, LLC | 32,193 | $788,607.62 | $789,855.25 | $1,247.63 | 0.16% |