| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Scott Pearring Seek First Inc. | 50,270 | $2.9M | $2.75M | -$143,018.35 | -4.94% |
Clark Asset Management LLC Clark Asset Management LLC | 31,230 | $1.77M | $1.71M | -$56,871.83 | -3.22% |
North Berkeley Wealth Management LLC North Berkeley Wealth Management LLC | 7,201 | $409,195.86 | $394,722.81 | -$14,473.05 | -3.54% |
Mike Silane 21 West Wealth Management LLC | 54,560 | $3.07M | $2.99M | -$83,796.1 | -2.73% |
Adam Scott Argyle Capital Partners LLC | 15,801 | $905,080.47 | $866,526.84 | -$38,553.63 | -4.26% |
Caldwell Trust Co Caldwell Trust Co | 2,150 | $122,249 | $117,787.75 | -$4,461.25 | -3.65% |
Virtue Asset Management LLC Virtue Asset Management LLC | 4,400 | $252,824 | $241,054 | -$11,770 | -4.66% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 361 | $20,747.12 | $19,770.16 | -$976.96 | -4.71% |