| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
HFM Investment Advisors LLC HFM Investment Advisors LLC | 3 | $205 | $179.62 | -$25.38 | -12.38% |
Erik Bonnett Tripletail Wealth Management LLC | 320 | $15,705.6 | $19,160 | $3,454.4 | 21.99% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 50 | $2,332 | $3,441 | $1,109 | 47.56% |
| CTC Caldwell Trust Co Caldwell Trust Co | 1,000 | $82,870 | $60,630 | -$22,240 | -26.84% |
| AAI ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 12,014 | $995,600 | $796,648.34 | -$198,951.66 | -19.98% |
| PAW Plan A Wealth LLC Plan A Wealth LLC | 2,477 | $179,904.16 | $144,557.72 | -$35,346.44 | -19.65% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 366 | $30,322 | $22,212.54 | -$8,109.46 | -26.74% |