| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nicole Reese WPG Advisers LLC | 99 | $5,087.41 | $8,046.72 | $2,959.31 | 58.17% |
| AS Aryn Sands GK Wealth Management LLC | 31 | $2,407.15 | $2,437.22 | $30.07 | 1.25% |
John H. Bai Credential Securities Inc. | 5,055 | $573,182.77 | $419,565 | -$153,617.77 | -26.8% |
Heydon Traub Traub Capital Management LLC | 6,239 | $428,744.16 | $516,620.39 | $87,876.23 | 20.5% |
Molly Wheeler Burk Holdings LLC | 24 | $1,665 | $1,978.44 | $313.44 | 18.83% |
Caldwell Trust Co Caldwell Trust Co | 16,205 | $1.17M | $1.34M | $167,899.7 | 14.37% |
Rexford Capital Inc. Rexford Capital Inc. | 1,064 | $70,385.29 | $87,960.88 | $17,575.59 | 24.97% |
United Financial Planning Group LLC United Financial Planning Group LLC | 103 | $8,487 | $8,490.29 | $3.29 | 0.04% |
Manske Wealth Management Manske Wealth Management | 9,563 | $510,045.52 | $793,824.63 | $283,779.11 | 55.64% |