| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nicole Reese WPG Advisers LLC | 351 | $23,420.61 | $25,573.86 | $2,153.25 | 9.19% |
Legacy Advisory Services LLC Legacy Advisory Services LLC | 4,505 | $206,217.22 | $323,053.55 | $116,836.33 | 56.66% |
| AS Aryn Sands GK Wealth Management LLC | 138 | $10,814 | $10,646.7 | -$167.3 | -1.55% |
Caldwell Trust Co Caldwell Trust Co | 900 | $26,680 | $62,644.5 | $35,964.5 | 134.8% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 332 | $10,441.06 | $23,137.08 | $12,696.02 | 121.6% |
Plan A Wealth LLC Plan A Wealth LLC | 7,993 | $296,298.19 | $563,546.46 | $267,248.27 | 90.2% |
Berman McAleer LLC Berman McAleer LLC | 3,450 | $262,752 | $246,105.75 | -$16,646.25 | -6.34% |
Marina Angela Medley De MTCO Ltd. | 20,319 | $1.59M | $1.42M | -$168,241.24 | -10.57% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 5,557 | $260,208.04 | $388,767.72 | $128,559.68 | 49.41% |