| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FDW Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC | 936 | $41,044 | $37,926.72 | -$3,117.28 | -7.59% |
Cole Dimond Caliber Wealth Management LLC / KS | 6,290 | $275,817 | $255,374 | -$20,443 | -7.41% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 15,510 | $680,114 | $628,930.5 | -$51,183.5 | -7.53% |
Michael Behner Nautilus Advisors LLC | 7,804 | $251,272.86 | $319,222.62 | $67,949.76 | 27.04% |