| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| HGL Herbst Group LLC Herbst Group LLC | 48,646 | $1.82M | $1.61M | -$217,447.62 | -11.92% |
| AWA Authentikos Wealth Advisory LLC Authentikos Wealth Advisory LLC | 106,696 | $2.67M | $3.52M | $851,953.96 | 31.93% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 880 | $22,537 | $29,251.2 | $6,714.2 | 29.79% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 4,997 | $179,938.95 | $160,578.59 | -$19,360.36 | -10.76% |
Smart Wealth LLC Smart Wealth LLC | 240,266 | $7.49M | $7.82M | $328,085.97 | 4.38% |