| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RM Rich Mowrer Brookwood Investment Group LLC | 68,041 | $3.06M | $2.82M | -$236,782.91 | -7.74% |
Reliant Investment Partners LLC Reliant Investment Partners LLC | 5,830 | $259,926.93 | $242,207.35 | -$17,719.58 | -6.82% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 448 | $19,957.97 | $18,594.24 | -$1,363.73 | -6.83% |
Base Wealth Management LLC Base Wealth Management LLC | 39,443 | $1.57M | $1.64M | $68,052.37 | 4.34% |