| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher H. Gardner Parkwoods Wealth Partners LLC | 14,760 | $35,089.97 | $17,269.2 | -$17,820.77 | -50.79% |
Bernard Wealth Management Corp Bernard Wealth Management Corp | 2,022 | $7,926.63 | $2,365.74 | -$5,560.89 | -70.15% |
| RFL Rossby Financial LLC Rossby Financial LLC | 15,573 | $19,310.52 | $18,220.41 | -$1,090.11 | -5.65% |
| KGL Kilter Group LLC Kilter Group LLC | 332 | $412 | $388.44 | -$23.56 | -5.72% |
| PAY Phil A. Younker & Associates Ltd. Phil A. Younker & Associates Ltd. | 72,000 | $182,220 | $84,240 | -$97,980 | -53.77% |