| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DN Daniel Newman Noble Wealth Management PBC | 1,316 | $18,885 | $17,417.26 | -$1,467.74 | -7.77% |
Basepoint Wealth LLC Basepoint Wealth LLC | 492 | $6,951.31 | $6,484.56 | -$466.75 | -6.71% |
Steadtrust LLC Steadtrust LLC | 30,000 | $421,500 | $395,400 | -$26,100 | -6.19% |