| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WWL Winnow Wealth LLC Winnow Wealth LLC | 26 | $8,216 | $7,561.32 | -$654.68 | -7.97% |
| PWA Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 5 | $1,477 | $1,454.1 | -$22.9 | -1.55% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 14 | $4,718 | $4,071.48 | -$646.52 | -13.7% |