| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 31,541 | $1.66M | $1.65M | -$2,035.55 | -0.12% |
| KMA Kristy Michelle Afraimi BAM Wealth Management LLC | 17,293 | $844,020.59 | $910,599.23 | $66,578.64 | 7.89% |