| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 15,500 | $164,543.56 | $146,010 | -$18,533.56 | -11.26% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 16,575 | $160,288.87 | $156,633.75 | -$3,655.12 | -2.28% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 500 | $5,310 | $4,710 | -$600 | -11.3% |
| RN Ron New Whipplewood Advisors LLC | 98,931 | $1.04M | $931,930.02 | -$109,121.33 | -10.48% |
Kingstone Capital Partners Texas LLC Kingstone Capital Partners Texas LLC | 30,934 | $300,060 | $295,419.7 | -$4,640.3 | -1.55% |
Benjamin S. Smith Smith Asset Management Co LLC | 194,122 | $2.07M | $1.83M | -$237,523.55 | -11.5% |
| CTC Caldwell Trust Co Caldwell Trust Co | 275 | $2,566 | $2,590.5 | $24.5 | 0.95% |
William F. Blake PMG Family Office LLC | 168,146 | $1.73M | $1.58M | -$149,484.83 | -8.62% |