| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Adams Wealth Management Adams Wealth Management | 64,020 | $973,104 | $953,257.8 | -$19,846.2 | -2.04% |
Candace Cavalier Congress Wealth Management LLC / DE / | 48,419 | $718,436.28 | $721,201 | $2,764.72 | 0.38% |
Arthur Garcia Atlas Financial Advisors Inc. | 66,176 | $989,331.2 | $985,029.76 | -$4,301.44 | -0.43% |
| CI CacheTech Inc. CacheTech Inc. | 75,342 | $1.15M | $1.12M | -$22,225.67 | -1.94% |