| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| UFP United Financial Planning Group LLC United Financial Planning Group LLC | 2 | $518 | $405.16 | -$112.84 | -21.78% |
| AIA Aventus Investment Advisors Inc. Aventus Investment Advisors Inc. | 30 | $9,604 | $6,077.4 | -$3,526.6 | -36.72% |
| TAF Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 3,216 | $994,442.53 | $651,497.28 | -$342,945.25 | -34.49% |
| KFP Kerr Financial Planning Corp Kerr Financial Planning Corp | 1,324 | $374,614.97 | $268,215.92 | -$106,399.05 | -28.4% |
| PWA Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 13 | $2,816 | $2,633.54 | -$182.46 | -6.48% |