| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 15 | $1,511 | $1,511.55 | $0.55 | 0.04% |
Base Wealth Management LLC Base Wealth Management LLC | 8,123 | $822,040.39 | $819,001.47 | -$3,038.92 | -0.37% |