| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 215 | $7,065 | $7,155.2 | $90.2 | 1.28% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 1,099 | $36,113 | $39,553.01 | $3,440.01 | 9.53% |
Carol Somoano Asset Planning Inc. | 400 | $13,144 | $13,312 | $168 | 1.28% |
| JC Jackson Calvin Sage Investment Counsel LLC | 37,770 | $1.24M | $1.26M | $15,863.6 | 1.28% |