| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Rankin Modern Wealth Management, LLC | 64,107 | $690,890.94 | $555,807.69 | -$135,083.25 | -19.55% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 14,000 | $138,493.56 | $121,030 | -$17,463.56 | -12.61% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 16,575 | $160,288.87 | $143,290.87 | -$16,998 | -10.6% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 500 | $5,310 | $4,337.5 | -$972.5 | -18.31% |
| RN Ron New Whipplewood Advisors LLC | 98,931 | $1.04M | $855,258.49 | -$185,792.86 | -17.85% |
Kingstone Capital Partners Texas LLC Kingstone Capital Partners Texas LLC | 30,934 | $300,060 | $267,269.76 | -$32,790.24 | -10.93% |
Benjamin S. Smith Smith Asset Management Co LLC | 194,122 | $2.07M | $1.68M | -$385,056.27 | -18.64% |
Caldwell Trust Co Caldwell Trust Co | 275 | $2,566 | $2,380.12 | -$185.88 | -7.24% |
William F. Blake PMG Family Office LLC | 168,146 | $1.73M | $1.46M | -$273,072.14 | -15.75% |