| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FDW Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC | 553 | $10,960.84 | $11,814.84 | $854 | 7.79% |
| CWM Copia Wealth Management Copia Wealth Management | 348 | $7,538 | $7,435.02 | -$102.98 | -1.37% |