| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 601,009 | $11.5M | $10.23M | -$1.27M | -11.02% |
| AWA Authentikos Wealth Advisory LLC Authentikos Wealth Advisory LLC | 47,557 | $862,487.12 | $810,133.49 | -$52,353.63 | -6.07% |
Smart Wealth LLC Smart Wealth LLC | 132,287 | $2.39M | $2.25M | -$136,333.87 | -5.7% |
| ZIL ZEGA Investments LLC ZEGA Investments LLC | 16,044 | $279,950.88 | $273,389.76 | -$6,561.12 | -2.34% |