| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DN Daniel Newman Noble Wealth Management PBC | 1,000 | $24,879 | $27,970 | $3,091 | 12.42% |
AssuredPartners Investment Advisors LLC AssuredPartners Investment Advisors LLC | 48,285 | $1.29M | $1.35M | $60,617.16 | 4.7% |
Integrity Advisory Solutions LLC Integrity Advisory Solutions LLC | 16,208 | $428,863.76 | $453,337.76 | $24,474 | 5.71% |