| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RM Rich Mowrer Brookwood Investment Group LLC | 14,359 | $968,365.56 | $592,380.54 | -$375,985.02 | -38.83% |
QTR Family Wealth LLC QTR Family Wealth LLC | 4,787 | $252,992 | $198,804.11 | -$54,187.89 | -21.42% |
Investment Research Partners LLC Investment Research Partners LLC | 18,349 | $1.28M | $762,217.46 | -$518,612.27 | -40.49% |
Caldwell Trust Co Caldwell Trust Co | 14 | $2,262.07 | $580.16 | -$1,681.91 | -74.35% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 52 | $2,748 | $2,138.24 | -$609.76 | -22.19% |
Invested Advisors Invested Advisors | 5,933 | $384,892.41 | $250,965.9 | -$133,926.51 | -34.8% |
Plan A Wealth LLC Plan A Wealth LLC | 7,502 | $462,939.32 | $316,696.93 | -$146,242.39 | -31.59% |