| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 230 | $17,981 | $14,506.1 | -$3,474.9 | -19.33% |
| CTC Caldwell Trust Co Caldwell Trust Co | 6,190 | $475,644.28 | $390,403.3 | -$85,240.98 | -17.92% |
Patrick Phillips DKRT Investments Corp | 1,666 | $123,401 | $105,074.62 | -$18,326.38 | -14.85% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 91 | $6,477 | $5,739.37 | -$737.63 | -11.39% |
| RCI Rexford Capital Inc. Rexford Capital Inc. | 37 | $2,655.62 | $2,333.59 | -$322.03 | -12.13% |
Brent Garcia Broadwater Capital Management LLC | 53 | $4,098.11 | $3,342.71 | -$755.4 | -18.43% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 7,427 | $535,819.81 | $468,420.89 | -$67,398.92 | -12.58% |
United Financial Planning Group LLC United Financial Planning Group LLC | 8 | $600.73 | $504.56 | -$96.17 | -16.01% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 85 | $6,110.45 | $5,360.95 | -$749.5 | -12.27% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 25 | $1,780 | $1,576.75 | -$203.25 | -11.42% |