| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AH Allen Hamilton Liberty Square Wealth Partners LLC | 10,437 | $246,418 | $240,781.59 | -$5,636.41 | -2.29% |
Integrity Advisory Solutions LLC Integrity Advisory Solutions LLC | 15,445 | $356,628.12 | $353,227.15 | -$3,400.97 | -0.95% |
| SSA SSA Swiss Advisors AG SSA Swiss Advisors AG | 65,281 | $1.5M | $1.49M | -$10,964.96 | -0.73% |
United Financial Planning Group LLC United Financial Planning Group LLC | 1,481 | $34,272.4 | $33,870.47 | -$401.93 | -1.17% |
Invested Advisors Invested Advisors | 10,003 | $229,869 | $228,768.61 | -$1,100.39 | -0.48% |