| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Heather Scully NWF Advisory Services Inc. | 11,400 | $73,644 | $61,959 | -$11,685 | -15.87% |
| AWL Alteri Wealth LLC Alteri Wealth LLC | 23,835 | $157,924 | $129,781.57 | -$28,142.43 | -17.82% |
| KH Kristine Harrell Uniting Wealth Partners LLC | 10,000 | $58,300 | $54,250 | -$4,050 | -6.95% |
| RAL Ransom Advisory Ltd. Ransom Advisory Ltd. | 1,500 | $9,225 | $8,152.5 | -$1,072.5 | -11.63% |
Nicole Reese WPG Advisers LLC | 2,539 | $16,348.28 | $13,685.21 | -$2,663.07 | -16.29% |
Caldwell Trust Co Caldwell Trust Co | 1,400 | $13,426 | $7,595 | -$5,831 | -43.43% |