| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| ME Matthew Ellis Planning Directions Inc | 6,077 | $319,608.58 | $313,664.35 | -$5,944.23 | -1.86% |
Christopher C. Powers Farther Finance Advisors, LLC | 23 | $1,232 | $1,179.67 | -$52.33 | -4.25% |
Joseph C. Gissy Tactive Advisors, LLC | 16,760 | $869,830 | $859,285.2 | -$10,544.8 | -1.21% |