| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 20,455 | $742,915 | $811,858.95 | $68,943.95 | 9.28% |
| AAI ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 101,030 | $3.9M | $4.01M | $108,731.26 | 2.79% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 425 | $15,771.45 | $16,868.25 | $1,096.8 | 6.95% |
Jon Borer Capitolis Liquid Global Markets LLC | 552,000 | $21.17M | $21.91M | $734,160 | 3.47% |
| TAF Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 5,803 | $231,540 | $230,321.07 | -$1,218.93 | -0.53% |