| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nicole Reese WPG Advisers LLC | 117 | $10,137.95 | $7,984.26 | -$2,153.69 | -21.24% |
| QFW QTR Family Wealth LLC QTR Family Wealth LLC | 4,309 | $308,998 | $294,044.01 | -$14,953.99 | -4.84% |
HFM Investment Advisors LLC HFM Investment Advisors LLC | 8 | $612.44 | $545.93 | -$66.51 | -10.86% |
| LAM LOM Asset Management Ltd. LOM Asset Management Ltd. | 200 | $14,232 | $13,648.34 | -$583.66 | -4.1% |
| CTC Caldwell Trust Co Caldwell Trust Co | 3,850 | $273,966 | $262,729.77 | -$11,236.23 | -4.1% |
| AAI ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 10,952 | $844,504.88 | $747,383.1 | -$97,121.78 | -11.5% |
Landon Marsh Scott Marsh Financial LLC | 18,476 | $1.31M | $1.26M | -$53,918.35 | -4.1% |
| GWM Gibbs Wealth Management Gibbs Wealth Management | 13,632 | $1.08M | $930,270.85 | -$151,275.53 | -13.99% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 4 | $287 | $272.97 | -$14.03 | -4.89% |