| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FLP Financial Life Planners Financial Life Planners | 870 | $73,064.1 | $69,704.4 | -$3,359.7 | -4.6% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 7 | $358 | $597.59 | $239.59 | 66.92% |
United Financial Planning Group LLC United Financial Planning Group LLC | 125 | $10,500 | $10,015 | -$485 | -4.62% |