| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 4,994 | $213,981.06 | $186,875.48 | -$27,105.58 | -12.67% |
Christopher C. Powers Farther Finance Advisors, LLC | 30 | $1,191 | $1,122.6 | -$68.4 | -5.74% |
| MHI Mountain Hill Investment Partners Corp Mountain Hill Investment Partners Corp | 23 | $972.61 | $851.92 | -$120.69 | -12.41% |
| OFO OneAscent Family Office LLC OneAscent Family Office LLC | 6,080 | $204,531.2 | $225,203.2 | $20,672 | 10.11% |