| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DWM Dogwood Wealth Management LLC Dogwood Wealth Management LLC | 80 | $3,403.13 | $3,839.2 | $436.07 | 12.81% |
| GFM GF Fund Management Co. Ltd. GF Fund Management Co. Ltd. | 2,032 | $118,567.95 | $108,752.64 | -$9,815.31 | -8.28% |
Ameriflex Group Inc. Ameriflex Group Inc. | 225 | $10,360.2 | $10,797.75 | $437.55 | 4.22% |
| JC Jamie Cahal Corient IA LLC | 3,540 | $168,398 | $169,884.6 | $1,486.6 | 0.88% |
| KGL Kilter Group LLC Kilter Group LLC | 6 | $292.5 | $287.94 | -$4.56 | -1.56% |
| EPI Evelyn Partners Investment Management LLP Evelyn Partners Investment Management LLP | 1,300 | $84,253 | $62,387 | -$21,866 | -25.95% |
Birchbrook Inc. Birchbrook Inc. | 405 | $19,699.2 | $19,435.95 | -$263.25 | -1.34% |
| CTC Caldwell Trust Co Caldwell Trust Co | 100 | $4,241 | $4,799 | $558 | 13.16% |
Gassan Kassira Kassira Wealth Management LLC | 15,839 | $1.02M | $847,703.28 | -$167,947.15 | -16.54% |