| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 1,238 | $13,466 | $13,531.34 | $65.34 | 0.49% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 223 | $2,513 | $2,371.6 | -$141.4 | -5.63% |