| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Scott Ungar BlackDiamond Wealth Management LLC | 59,643 | $1.49M | $1.45M | -$36,453.8 | -2.45% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 631 | $15,813 | $15,579.39 | -$233.61 | -1.48% |
Christopher C. Powers Farther Finance Advisors, LLC | 300 | $7,161 | $7,407 | $246 | 3.44% |
Kenneth Bellavance Investment Planning Advisors, Inc. | 1.2M | $30.17M | $29.2M | -$963,239.6 | -3.19% |
Thomas D'Auria Tandem Investment Partners LLC | 94,010 | $2.34M | $2.31M | -$36,757.51 | -1.57% |