| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Schnieders Capital Management LLC Schnieders Capital Management LLC | 10,186 | $229,083 | $227,198.73 | -$1,884.27 | -0.82% |
Ameriflex Group Inc. Ameriflex Group Inc. | 9,578 | $189,836.02 | $211,003.34 | $21,167.32 | 11.15% |
Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 2,607 | $58,924.2 | $58,214.31 | -$709.89 | -1.2% |