| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Elizabeth Arce Sovran Advisors LLC | 37,801 | $414,274.63 | $278,026.35 | -$136,248.28 | -32.89% |
| BWM BCO Wealth Management LLC BCO Wealth Management LLC | 12,019 | $111,031.53 | $86,356.51 | -$24,675.02 | -22.22% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 5,000 | $54,650 | $36,125 | -$18,525 | -33.9% |
Molly Wheeler Burk Holdings LLC | 2,106 | $16,932 | $15,152.67 | -$1,779.33 | -10.51% |