| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DN Daniel Newman Noble Wealth Management PBC | 68,662 | $496,085.04 | $486,126.96 | -$9,958.08 | -2.01% |
| KAB Katie A. Bruno Morey & Quinn Wealth Partners LLC | 17,700 | $131,865 | $125,316 | -$6,549 | -4.97% |
Ameriflex Group Inc. Ameriflex Group Inc. | 7,602 | $57,699 | $53,822.16 | -$3,876.84 | -6.72% |
Wallace Jones WJ Financial Advisors LLC | 28,481 | $216,169.14 | $203,923.96 | -$12,245.18 | -5.66% |