| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FDW Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC | 1,400 | $12,124 | $9,667 | -$2,457 | -20.27% |
Cura Wealth Advisors LLC Cura Wealth Advisors LLC | 437,233 | $3.94M | $3.02M | -$919,465.92 | -23.35% |
| KGL Kilter Group LLC Kilter Group LLC | 6 | $64 | $41.79 | -$22.21 | -34.7% |