| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DN Daniel Newman Noble Wealth Management PBC | 116,303 | $3.16M | $3.12M | -$38,280.57 | -1.21% |
Grantvest Financial Group LLC Grantvest Financial Group LLC | 77,909 | $2.08M | $2.09M | $15,854.55 | 0.76% |
Winnow Wealth LLC Winnow Wealth LLC | 16,678 | $419,287 | $448,304.64 | $29,017.64 | 6.92% |