| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Adam Scott Argyle Capital Partners LLC | 2,511 | $239,679 | $212,053.95 | -$27,625.05 | -11.53% |
Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 50 | $8,121 | $4,248.5 | -$3,872.5 | -47.69% |
Caldwell Trust Co Caldwell Trust Co | 633 | $103,270.53 | $55,134.3 | -$48,136.23 | -46.61% |
ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 9,225 | $907,287.36 | $783,848.25 | -$123,439.11 | -13.61% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 55 | $5,659.18 | $4,673.35 | -$985.83 | -17.42% |
Rexford Capital Inc. Rexford Capital Inc. | 2,009 | $240,629.4 | $170,704.73 | -$69,924.67 | -29.06% |
Michael Behner Nautilus Advisors LLC | 2,549 | $413,982.73 | $215,263.05 | -$198,719.68 | -48% |
Vickie Gutierrez American National Bank of Texas | 7,680 | $946,944 | $660,326.4 | -$286,617.6 | -30.27% |
Basepoint Wealth LLC Basepoint Wealth LLC | 178 | $17,990.85 | $15,124.66 | -$2,866.19 | -15.93% |
Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 6,438 | $666,874.84 | $543,689.1 | -$123,185.74 | -18.47% |
Manske Wealth Management Manske Wealth Management | 9,573 | $936,865.64 | $808,439.85 | -$128,425.79 | -13.71% |