| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 219,844 | $5.57M | $5.52M | -$47,046.73 | -0.84% |
Wesley W. Melbrod M Wealth Management, LLC | 48,503 | $1.23M | $1.22M | -$16,274.99 | -1.32% |