| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Molly Wheeler Burk Holdings LLC | 6 | $749 | $565.53 | -$183.47 | -24.5% |
| AAI ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 9,805 | $1.22M | $955,693.35 | -$267,970.65 | -21.9% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 10 | $1,519 | $943.2 | -$575.8 | -37.91% |
| TAF Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 6,194 | $2M | $584,280.02 | -$1.41M | -70.72% |
Wallace Jones WJ Financial Advisors LLC | 1,605 | $200,304 | $151,399.65 | -$48,904.35 | -24.42% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 100 | $12,480 | $9,433 | -$3,047 | -24.42% |