| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 219,844 | $5.57M | $5.47M | -$99,809.29 | -1.79% |
Wesley W. Melbrod M Wealth Management, LLC | 56,443 | $1.43M | $1.41M | -$22,773.79 | -1.59% |