| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FDW Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC | 26,603 | $640,932.97 | $620,381.96 | -$20,551.01 | -3.21% |
Aurdan Capital Management LLC Aurdan Capital Management LLC | 17,679 | $429,423 | $413,776.99 | -$15,646.01 | -3.64% |
William P. Ratcliff Rebel Financial LLC | 156,190 | $3.81M | $3.65M | -$163,807.52 | -4.3% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 839,742 | $20.27M | $19.57M | -$699,462.52 | -3.45% |