| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ameriflex Group Inc. Ameriflex Group Inc. | 4,246 | $54,564.05 | $50,187.72 | -$4,376.33 | -8.02% |
| RM Rich Mowrer Brookwood Investment Group LLC | 26,562 | $347,430.68 | $316,619.04 | -$30,811.64 | -8.87% |
Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 216 | $2,752 | $2,576.88 | -$175.12 | -6.36% |