| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 476 | $16,384 | $15,160.6 | -$1,223.4 | -7.47% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 981 | $30,100.49 | $31,323.33 | $1,222.84 | 4.06% |
Christopher C. Powers Farther Finance Advisors, LLC | 3,415 | $107,865 | $108,562.85 | $697.85 | 0.65% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 468 | $14,602 | $14,905.8 | $303.8 | 2.08% |
| DN Daniel Newman Noble Wealth Management PBC | 126,292 | $4.19M | $4.02M | -$168,150.76 | -4.02% |
| BWL Balance Wealth LLC Balance Wealth LLC | 7,098 | $244,319.48 | $225,113.07 | -$19,206.41 | -7.86% |