| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| ME Matthew Ellis Planning Directions Inc | 5,752 | $302,374.8 | $300,542 | -$1,832.8 | -0.61% |
Christopher C. Powers Farther Finance Advisors, LLC | 23 | $1,232 | $1,201.75 | -$30.25 | -2.46% |
| JS Jeffrey Socha Entrewealth LLC | 10,000 | $487,800 | $522,500 | $34,700 | 7.11% |