| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JC Joseph Castro Nuveen LLC | 18,810 | $85,209 | $33,481.8 | -$51,727.2 | -60.71% |
| OFA Olalekan F. Adeduji Washington Trust Advisors Inc. | 3,281 | $14,764.5 | $5,840.18 | -$8,924.32 | -60.44% |
Alexandra Stickelman Root Financial Partners, LLC | 6 | $13 | $10.86 | -$2.14 | -16.46% |
Courtney Holt Compound Planning, Inc. | 34,063 | $128,398.35 | $60,972.77 | -$67,425.58 | -52.51% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 17,329 | $59,438 | $31,365.49 | -$28,072.51 | -47.23% |