| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AAI ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 69,400 | $3.13M | $2.44M | -$690,530 | -22.05% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 212 | $3,420 | $7,933.04 | $4,513.04 | 131.96% |
United Financial Planning Group LLC United Financial Planning Group LLC | 1,797 | $81,081 | $63,200.49 | -$17,880.51 | -22.05% |