| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 200 | $18,105.2 | $5,429.6 | -$12,675.6 | -70.01% |
Christopher C. Powers Farther Finance Advisors, LLC | 35 | $1,559 | $948.85 | -$610.15 | -39.14% |
Janice M. Powell Diversify Advisory Services, LLC | 10,009 | $270,142.91 | $496,446.4 | $226,303.49 | 83.77% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 10,009 | $676,263.22 | $271,724.33 | -$404,538.89 | -59.82% |