| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Heck Capital Advisors LLC Heck Capital Advisors LLC | 18,328 | $66,714 | $58,557.96 | -$8,156.04 | -12.23% |
Generali Investments CEE investicni spolecnost a.s. Generali Investments CEE investicni spolecnost a.s. | 1.09M | $2.8M | $3.15M | $354,526.19 | 12.68% |
| CCA Coign Capital Advisors LLC Coign Capital Advisors LLC | 10,000 | $18,000 | $28,150 | $10,150 | 56.39% |
| DWM Dogwood Wealth Management LLC Dogwood Wealth Management LLC | 312 | $889 | $884.52 | -$4.48 | -0.5% |
| CWM Copia Wealth Management Copia Wealth Management | 2,700 | $6,966 | $7,654.5 | $688.5 | 9.88% |