| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LWM Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID | 72,011 | $2.91M | $2.67M | -$236,650.39 | -8.13% |
| RFA Reyes Financial Architecture Inc. Reyes Financial Architecture Inc. | 21,762 | $906,627 | $808,023.06 | -$98,603.94 | -10.88% |
| HFI Holcombe Financial Inc. Holcombe Financial Inc. | 21,180 | $845,717 | $786,413.4 | -$59,303.6 | -7.01% |