| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 200 | $18,105.2 | $12,522 | -$5,583.2 | -30.84% |
Christopher C. Powers Farther Finance Advisors, LLC | 35 | $1,559 | $2,103.85 | $544.85 | 34.95% |
Joseph C. Gissy Tactive Advisors, LLC | 6,700 | $397,310 | $427,728 | $30,418 | 7.66% |
Janice M. Powell Diversify Advisory Services, LLC | 10,009 | $270,142.91 | $625,062.05 | $354,919.14 | 131.38% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 10,009 | $676,263.22 | $625,062.05 | -$51,201.17 | -7.57% |