| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JF Joshua Frierdich Mid-American Wealth Advisory Group Inc. | 73,431 | $1.05M | $1.04M | -$13,765.01 | -1.31% |
Rachel Faulk Cape Investment Advisory Inc. | 3 | $31.98 | $42.73 | $10.75 | 33.61% |
| AWA Authentikos Wealth Advisory LLC Authentikos Wealth Advisory LLC | 139,149 | $1.73M | $1.98M | $253,847.49 | 14.67% |
Carmen McClennon WR Wealth Planners, LLC | 34 | $909 | $484.84 | -$424.16 | -46.66% |