| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 6,803 | $51,499 | $84,969.47 | $33,470.47 | 64.99% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 3,632 | $27,494 | $44,891.52 | $17,397.52 | 63.28% |
Todd A. Sixt Strait & Sound Wealth Management LLC | 11,044 | $83,603 | $150,198.4 | $66,595.4 | 79.66% |
Alexandra Stickelman Root Financial Partners, LLC | 65 | $492 | $763.75 | $271.75 | 55.23% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,500 | $24,870 | $18,540 | -$6,330 | -25.45% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 4,000 | $28,600 | $49,440 | $20,840 | 72.87% |