| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Adam Scott Argyle Capital Partners LLC | 802 | $300,706.15 | $249,879.14 | -$50,827.01 | -16.9% |
Boreal Capital Management LLC Boreal Capital Management LLC | 526 | $190,418.13 | $163,649.12 | -$26,769.01 | -14.06% |
Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 471 | $176,032.9 | $146,304.37 | -$29,728.53 | -16.89% |
Caldwell Trust Co Caldwell Trust Co | 46,646 | $10.93M | $14.32M | $3.39M | 31.05% |
Bryce Maxwell Westerkirk Capital Inc. | 7,308 | $2.84M | $2.29M | -$548,034.03 | -19.28% |
ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 173,155 | $59.58M | $53.83M | -$5.76M | -9.66% |
Landon Marsh Scott Marsh Financial LLC | 2,216 | $812,484 | $691,181.48 | -$121,302.52 | -14.93% |
Gibbs Wealth Management Gibbs Wealth Management | 3,734 | $1.32M | $1.16M | -$156,547.21 | -11.89% |
First International Bank of Israel Ltd. First International Bank of Israel Ltd. | 17,944 | $5.93M | $5.48M | -$446,028.99 | -7.53% |
David W. Young III Clarion Wealth Managment Partners LLC | 5,375 | $1.97M | $1.65M | -$329,681.11 | -16.7% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 2,831 | $1.11M | $880,285.29 | -$232,798.52 | -20.91% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 1,211 | $433,224.06 | $376,439.35 | -$56,784.71 | -13.11% |
Rexford Capital Inc. Rexford Capital Inc. | 2,945 | $1.08M | $917,014.1 | -$160,134.69 | -14.87% |
Exit Wealth Advisors LLC Exit Wealth Advisors LLC | 1,098 | $444,175.18 | $342,290.52 | -$101,884.66 | -22.94% |
Michael Behner Nautilus Advisors LLC | 915 | $354,018.4 | $285,086.55 | -$68,931.85 | -19.47% |
Birch Financial Group LLC Birch Financial Group LLC | 14,020 | $5.59M | $4.41M | -$1.18M | -21.16% |
Beacon Financial Strategies Corp Beacon Financial Strategies Corp | 1,041 | $331,830.81 | $324,750.36 | -$7,080.45 | -2.13% |
Todd Arthur Gomes Sonoma Allocations LLC | 1,421 | $542,106.29 | $438,051.67 | -$104,054.62 | -19.19% |
Bonnie Courtney Cambridge Financial Group LLC | 1,205 | $434,232.37 | $375,128.55 | -$59,103.82 | -13.61% |
IFS Group LLC IFS Group LLC | 688 | $273,161.54 | $210,562.4 | -$62,599.14 | -22.92% |