| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 6,301 | $55,427.49 | $53,558.5 | -$1,868.99 | -3.37% |
| SCM Sunbeam Capital Management LLC Sunbeam Capital Management LLC | 28,257 | $250,999.18 | $244,140.48 | -$6,858.7 | -2.73% |
Ameriflex Group Inc. Ameriflex Group Inc. | 4,771 | $42,324.5 | $41,030.6 | -$1,293.9 | -3.06% |
Cole Dimond Caliber Wealth Management LLC / KS | 70,685 | $674,335.77 | $603,649.9 | -$70,685.87 | -10.48% |