| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| HGL Herbst Group LLC Herbst Group LLC | 48,646 | $1.82M | $1.52M | -$302,578.12 | -16.59% |
| AWA Authentikos Wealth Advisory LLC Authentikos Wealth Advisory LLC | 106,696 | $2.67M | $3.56M | $892,615.81 | 33.45% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 880 | $22,537 | $28,532.68 | $5,995.68 | 26.6% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 4,997 | $179,938.95 | $156,306.16 | -$23,632.79 | -13.13% |
Smart Wealth LLC Smart Wealth LLC | 240,266 | $7.49M | $7.52M | $22,948.15 | 0.31% |