| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 84,666 | $3.54M | $2.54M | -$995,775.43 | -28.16% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 7,138 | $263,338 | $214,532.59 | -$48,805.41 | -18.53% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 18 | $612 | $540.18 | -$71.82 | -11.74% |
Rexford Capital Inc. Rexford Capital Inc. | 13,081 | $507,828.49 | $395,373.22 | -$112,455.27 | -22.14% |
Michael Behner Nautilus Advisors LLC | 26,350 | $1.56M | $803,806.75 | -$754,328.56 | -48.41% |
Basepoint Wealth LLC Basepoint Wealth LLC | 100 | $3,700 | $3,002 | -$698 | -18.86% |
Jon Borer Capitolis Liquid Global Markets LLC | 232,200 | $7.71M | $6.99M | -$715,493 | -9.28% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 1,550 | $60,744.5 | $46,453.5 | -$14,291 | -23.53% |
Jesper Lorenzen Danica Pension Livsforsikringsaktieselskab | 133,460 | $4.92M | $4.09M | -$834,782.3 | -16.95% |