| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
IFS Group LLC IFS Group LLC | 2,798 | $224,707.37 | $220,398.46 | -$4,308.91 | -1.92% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 293 | $21,708.23 | $23,079.61 | $1,371.38 | 6.32% |
Jon Borer Capitolis Liquid Global Markets LLC | 349,700 | $25.83M | $27.55M | $1.72M | 6.65% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 20 | $1,589 | $1,575.4 | -$13.6 | -0.86% |