| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 346 | $5,930 | $7,816.14 | $1,886.14 | 31.81% |
| AAI ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 47,585 | $947,165.85 | $1.07M | $127,779.3 | 13.49% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 40 | $802 | $916.4 | $114.4 | 14.26% |