| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey Gilbert Balboa Wealth Partners | 38,176 | $954,084.8 | $941,801.92 | -$12,282.88 | -1.29% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 793 | $19,841.4 | $19,222.32 | -$619.08 | -3.12% |
| JWW Johnson & White Wealth Management LLC Johnson & White Wealth Management LLC | 73,136 | $1.82M | $1.77M | -$49,949.62 | -2.74% |
Janice M. Powell Diversify Advisory Services, LLC | 9,942 | $243,580.8 | $250,480.74 | $6,899.94 | 2.83% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 9,942 | $249,468.78 | $249,047.09 | -$421.69 | -0.17% |