| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey Gilbert Balboa Wealth Partners | 38,176 | $954,084.8 | $968,525.12 | $14,440.32 | 1.51% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 783 | $19,585.94 | $19,696.36 | $110.42 | 0.56% |
| JWW Johnson & White Wealth Management LLC Johnson & White Wealth Management LLC | 73,136 | $1.82M | $1.86M | $34,156.78 | 1.87% |
Janice M. Powell Diversify Advisory Services, LLC | 10,572 | $259,012.63 | $268,211.64 | $9,199.01 | 3.55% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 10,572 | $265,277 | $268,211.64 | $2,934.64 | 1.11% |