| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MJ Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 113 | $5,669.21 | $5,695.76 | $26.55 | 0.47% |
Shawn Scholz Impact Partnership Wealth, LLC | 13,175 | $660,953 | $664,547 | $3,594 | 0.54% |
| BWL Balance Wealth LLC Balance Wealth LLC | 14,817 | $737,132.73 | $746,481.94 | $9,349.21 | 1.27% |
David Dirks Plum Street Advisors LLC | 10,758 | $539,699 | $541,989.12 | $2,290.12 | 0.42% |