| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FDW Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC | 2,134 | $25,970.58 | $23,463.33 | -$2,507.25 | -9.65% |
Kenneth R. Wink Summit Financial Consulting LLC | 43,351 | $528,129.74 | $475,560.47 | -$52,569.27 | -9.95% |
Virtue Asset Management LLC Virtue Asset Management LLC | 16,512 | $207,391 | $179,568 | -$27,823 | -13.42% |