| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Binnacle Investments Inc. Binnacle Investments Inc. | 396 | $11,598.46 | $11,202.84 | -$395.62 | -3.41% |
Nicole Reese WPG Advisers LLC | 825 | $24,231.07 | $23,306.25 | -$924.82 | -3.82% |
| IRP Investment Research Partners LLC Investment Research Partners LLC | 21,237 | $649,784.89 | $600,582.36 | -$49,202.53 | -7.57% |
| ML Maseco LLP Maseco LLP | 1 | $29 | $28.25 | -$0.75 | -2.59% |
Erik Bonnett Tripletail Wealth Management LLC | 5,434 | $173,072.5 | $153,537.67 | -$19,534.83 | -11.29% |
| CTC Caldwell Trust Co Caldwell Trust Co | 205 | $6,505 | $5,788.17 | -$716.83 | -11.02% |
| GWM Gibbs Wealth Management Gibbs Wealth Management | 25,314 | $615,382 | $715,133.16 | $99,751.16 | 16.21% |
| PAW Plan A Wealth LLC Plan A Wealth LLC | 21,747 | $609,187.36 | $613,156.66 | $3,969.3 | 0.65% |
| TAF Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 22,655 | $697,774 | $639,663.92 | -$58,110.08 | -8.33% |
Manske Wealth Management Manske Wealth Management | 14,815 | $360,153 | $418,301.52 | $58,148.52 | 16.15% |