| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Molly Wheeler Burk Holdings LLC | 2,089 | $90,161 | $84,458.27 | -$5,702.73 | -6.33% |
Caldwell Trust Co Caldwell Trust Co | 400 | $10,355.16 | $16,216 | $5,860.84 | 56.6% |
ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 51,053 | $2.06M | $2.06M | $7,841.71 | 0.38% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 64 | $2,234.55 | $2,587.52 | $352.97 | 15.8% |
Rexford Capital Inc. Rexford Capital Inc. | 916 | $39,551.81 | $36,992.66 | -$2,559.15 | -6.47% |
Birch Financial Group LLC Birch Financial Group LLC | 7,133 | $279,554.95 | $287,174.58 | $7,619.63 | 2.73% |
Plan A Wealth LLC Plan A Wealth LLC | 5,809 | $246,182.34 | $234,306.01 | -$11,876.33 | -4.82% |