| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| GWM Gibbs Wealth Management Gibbs Wealth Management | 11,104 | $462,482 | $317,907.52 | -$144,574.48 | -31.26% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 9,081 | $326,396.69 | $259,989.03 | -$66,407.66 | -20.35% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 167 | $3,916.1 | $4,781.21 | $865.11 | 22.09% |
Jon Borer Capitolis Liquid Global Markets LLC | 73,593 | $3.07M | $2.11M | -$953,029.36 | -31.09% |
Manske Wealth Management Manske Wealth Management | 11,198 | $338,996.29 | $321,382.6 | -$17,613.69 | -5.2% |
Jesper Lorenzen Danica Pension Livsforsikringsaktieselskab | 109,194 | $2.99M | $3.13M | $146,319.8 | 4.9% |