| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 800 | $70,704 | $57,796 | -$12,908 | -18.26% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 356 | $31,463.28 | $25,719.22 | -$5,744.06 | -18.26% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 2,146 | $127,937 | $155,370.4 | $27,433.4 | 21.44% |