| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Aventus Investment Advisors Inc. Aventus Investment Advisors Inc. | 49,454 | $1.52M | $1.44M | -$72,882.8 | -4.81% |
Formulate Financial LLC Formulate Financial LLC | 15,365 | $485,841.11 | $443,357.07 | -$42,484.04 | -8.74% |
Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 21,685 | $680,154.96 | $629,949.25 | -$50,205.71 | -7.38% |
Wallace Jones WJ Financial Advisors LLC | 97,889 | $3.09M | $2.85M | -$237,749.8 | -7.7% |