| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ameriflex Group Inc. Ameriflex Group Inc. | 2,302 | $21,363 | $20,292.13 | -$1,070.87 | -5.01% |
Nicole Reese WPG Advisers LLC | 426 | $14,527 | $3,893.64 | -$10,633.36 | -73.2% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 50 | $1,705 | $451.5 | -$1,253.5 | -73.52% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 57 | $754 | $543.78 | -$210.22 | -27.88% |
United Financial Planning Group LLC United Financial Planning Group LLC | 95 | $1,560 | $875.95 | -$684.05 | -43.85% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 2,604 | $42,757.68 | $24,842.16 | -$17,915.52 | -41.9% |