| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RM Rich Mowrer Brookwood Investment Group LLC | 20,071 | $298,149.23 | $211,548.34 | -$86,600.89 | -29.05% |
Nicole Reese WPG Advisers LLC | 6,001 | $125,392.69 | $64,390.73 | -$61,001.96 | -48.65% |
| AS Aryn Sands GK Wealth Management LLC | 195 | $2,138 | $2,086.5 | -$51.5 | -2.41% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 20,582 | $212,522.09 | $216,934.28 | $4,412.19 | 2.08% |
Basepoint Wealth LLC Basepoint Wealth LLC | 1 | $14.81 | $10.54 | -$4.27 | -28.83% |