| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Birch Financial Group LLC Birch Financial Group LLC | 5,431 | $229,248 | $220,878.77 | -$8,369.23 | -3.65% |
Beacon Financial Strategies Corp Beacon Financial Strategies Corp | 8,784 | $370,121.03 | $356,850 | -$13,271.03 | -3.59% |
Sarah Byrd Alpha Advisors LLC/VA | 75,053 | $3.18M | $3.05M | -$132,425.45 | -4.16% |