| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WWL Winnow Wealth LLC Winnow Wealth LLC | 25,337 | $1.02M | $533,343.85 | -$484,494.15 | -47.6% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 21 | $551 | $442.05 | -$108.95 | -19.77% |
| BFS Beacon Financial Strategies Corp Beacon Financial Strategies Corp | 83 | $2,744 | $1,747.15 | -$996.85 | -36.33% |
| KMA Kristy Michelle Afraimi BAM Wealth Management LLC | 11,806 | $432,637.49 | $248,516.3 | -$184,121.19 | -42.56% |