| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 3,000 | $16,110 | $6,270 | -$9,840 | -61.08% |
| WCP Wealthcare Capital Partners LLC Wealthcare Capital Partners LLC | 19,654 | $38,718.38 | $40,941.25 | $2,222.87 | 5.74% |
| BM Berkeley Meredith Hughes Financial Services LLC | 3 | $16.04 | $6.31 | -$9.73 | -60.66% |
Yuen Man Lee Persistent Asset Partners Ltd. | 72,193 | $386,481.61 | $151,244.33 | -$235,237.28 | -60.87% |
| CMP Craig M. Pesce Marshall & Sterling Wealth Advisors Inc. | 200 | $290 | $419 | $129 | 44.48% |
| WJ William Jones TEMA ETFs LLC | 138,276 | $739,493.99 | $295,910.64 | -$443,583.35 | -59.98% |