| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Richard A. Flora Key Client Fiduciary Advisors LLC | 3,922.85 | $91,299.15 | $28,322.98 | -$62,976.17 | -68.98% |
Courtney Holt Compound Planning, Inc. | 1,372.15 | $41,064.5 | $9,906.92 | -$31,157.58 | -75.87% |
Christopher C. Powers Farther Finance Advisors, LLC | 0.3 | $3.4 | $2.17 | -$1.23 | -36.18% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 24,995.5 | $319,542.47 | $184,966.7 | -$134,575.77 | -42.12% |
Heather Scully NWF Advisory Services Inc. | 5,206.95 | $104,139 | $35,146.91 | -$68,992.09 | -66.25% |