| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
United Financial Planning Group LLC United Financial Planning Group LLC | 10 | $1,029.87 | $987.45 | -$42.42 | -4.12% |
Blalock Williams LLC Blalock Williams LLC | 7,201 | $738,025.15 | $711,062.74 | -$26,962.41 | -3.65% |
| KMA Kristy Michelle Afraimi BAM Wealth Management LLC | 3,057 | $306,770 | $301,710.61 | -$5,059.39 | -1.65% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 344 | $35,316.13 | $33,961.4 | -$1,354.73 | -3.84% |