| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Copia Wealth Management Copia Wealth Management | 94,184 | $853,412.23 | $300,446.96 | -$552,965.27 | -64.79% |
Evelyn Partners Investment Management Services Ltd. Evelyn Partners Investment Management Services Ltd. | 10,432 | $133,206.72 | $34,112.64 | -$99,094.08 | -74.39% |
Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 2,100 | $11,424 | $6,888 | -$4,536 | -39.71% |
Abbington Investment Group Abbington Investment Group | 30,630 | $366,034.94 | $95,412.45 | -$270,622.49 | -73.93% |