| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ameriflex Group Inc. Ameriflex Group Inc. | 562 | $26,391.22 | $26,017.79 | -$373.43 | -1.41% |
| BWM Barnes Wealth Management Group Inc. Barnes Wealth Management Group Inc. | 14,756 | $688,999.2 | $679,513.79 | -$9,485.41 | -1.38% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 62 | $2,930 | $2,855.1 | -$74.9 | -2.56% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 2,368 | $112,492 | $109,046.4 | -$3,445.6 | -3.06% |