| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MWM Maridea Wealth Management LLC Maridea Wealth Management LLC | 19,636 | $368,568 | $359,142.44 | -$9,425.56 | -2.56% |
| KH Kristine Harrell Uniting Wealth Partners LLC | 51,365 | $964,121 | $939,465.85 | -$24,655.15 | -2.56% |