| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mike Silane 21 West Wealth Management LLC | 38,776 | $3.58M | $3.51M | -$70,575.82 | -1.97% |
Legacy Advisory Services LLC Legacy Advisory Services LLC | 2,200 | $202,799.55 | $199,078 | -$3,721.55 | -1.84% |
| CTC Caldwell Trust Co Caldwell Trust Co | 34 | $3,074 | $3,076.66 | $2.66 | 0.09% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 17,402 | $1.62M | $1.57M | -$44,807.93 | -2.77% |
Base Wealth Management LLC Base Wealth Management LLC | 7,548 | $697,963.63 | $683,018.52 | -$14,945.11 | -2.14% |
| KMA Kristy Michelle Afraimi BAM Wealth Management LLC | 70,678 | $6.59M | $6.4M | -$196,955.56 | -2.99% |