| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JF Joshua Frierdich Mid-American Wealth Advisory Group Inc. | 73,431 | $1.05M | $641,493.22 | -$409,117.51 | -38.94% |
Rachel Faulk Cape Investment Advisory Inc. | 3 | $31.98 | $39.4 | $7.42 | 23.2% |
| AWA Authentikos Wealth Advisory LLC Authentikos Wealth Advisory LLC | 139,149 | $1.73M | $1.83M | $97,040.48 | 5.61% |
Carmen McClennon WR Wealth Planners, LLC | 34 | $909 | $297.02 | -$611.98 | -67.32% |