| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 15 | $478 | $529.05 | $51.05 | 10.68% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 285 | $9,481.74 | $9,982.13 | $500.39 | 5.28% |
Christopher C. Powers Farther Finance Advisors, LLC | 219 | $7,308.47 | $7,706.15 | $397.68 | 5.44% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 6,885 | $219,251 | $242,268.69 | $23,017.69 | 10.5% |