| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AS Aryn Sands GK Wealth Management LLC | 20 | $1,782 | $1,743.4 | -$38.6 | -2.17% |
Luis A. Galdamez Valtrion Capital Management LLC | 19,624 | $1.14M | $1.68M | $540,260.31 | 47.28% |
Boreal Capital Management LLC Boreal Capital Management LLC | 1,292 | $87,326 | $105,931.08 | $18,605.08 | 21.31% |
Caldwell Trust Co Caldwell Trust Co | 156 | $19,502.88 | $12,699.96 | -$6,802.92 | -34.88% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 2,646 | $213,850 | $218,400.84 | $4,550.84 | 2.13% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 173 | $8,663.85 | $14,187.73 | $5,523.88 | 63.76% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 34,529 | $2.86M | $2.83M | -$34,184.65 | -1.19% |