| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DN Daniel Newman Noble Wealth Management PBC | 13,882 | $133,237.93 | $123,202.75 | -$10,035.18 | -7.53% |
United Financial Planning Group LLC United Financial Planning Group LLC | 2,211 | $22,442 | $19,567.35 | -$2,874.65 | -12.81% |