| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| HIA HFM Investment Advisors LLC HFM Investment Advisors LLC | 6 | $353.33 | $305.1 | -$48.23 | -13.65% |
| WWL Winnow Wealth LLC Winnow Wealth LLC | 1 | $56 | $50.85 | -$5.15 | -9.2% |
| BWL Blalock Williams LLC Blalock Williams LLC | 8,629 | $553,089.44 | $438,784.65 | -$114,304.79 | -20.67% |
| PWA Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 25 | $1,307 | $1,271.25 | -$35.75 | -2.73% |