| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 200 | $18,105.2 | $12,820 | -$5,285.2 | -29.19% |
Christopher C. Powers Farther Finance Advisors, LLC | 35 | $1,559 | $2,255.4 | $696.4 | 44.67% |
Joseph C. Gissy Tactive Advisors, LLC | 6,700 | $397,310 | $374,530.67 | -$22,779.33 | -5.73% |
Janice M. Powell Diversify Advisory Services, LLC | 10,009 | $270,142.91 | $636,972.76 | $366,829.85 | 135.79% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 10,009 | $676,263.22 | $635,669.59 | -$40,593.63 | -6% |