| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 20,000 | $14,177.5 | $14,800 | $622.5 | 4.39% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 913 | $675 | $673.25 | -$1.75 | -0.26% |