| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Molly Wheeler Burk Holdings LLC | 691 | $204,681.58 | $159,902.86 | -$44,778.72 | -21.88% |
Boreal Capital Management LLC Boreal Capital Management LLC | 297 | $83,929.68 | $68,797.08 | -$15,132.6 | -18.03% |
Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 907 | $206,097.83 | $210,950.06 | $4,852.23 | 2.35% |
Caldwell Trust Co Caldwell Trust Co | 22,680 | $4.83M | $5.25M | $425,743.57 | 8.82% |
Bryce Maxwell Westerkirk Capital Inc. | 1,953 | $575,705.27 | $452,070.67 | -$123,634.6 | -21.48% |
ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 62,692 | $16.74M | $14.49M | -$2.25M | -13.43% |
Landon Marsh Scott Marsh Financial LLC | 878 | $258,964 | $202,932.14 | -$56,031.86 | -21.64% |
Gibbs Wealth Management Gibbs Wealth Management | 2,124 | $483,483.29 | $493,511.4 | $10,028.11 | 2.07% |
David W. Young III Clarion Wealth Managment Partners LLC | 888 | $259,464.57 | $206,619.84 | -$52,844.73 | -20.37% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 1,955 | $534,624.9 | $454,342 | -$80,282.9 | -15.02% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 4,788 | $868,740.16 | $1.11M | $237,814.52 | 27.37% |
Rexford Capital Inc. Rexford Capital Inc. | 2,584 | $726,051.71 | $600,663.72 | -$125,387.99 | -17.27% |
Exit Wealth Advisors LLC Exit Wealth Advisors LLC | 1,515 | $424,770.51 | $353,888.85 | -$70,881.66 | -16.69% |
Michael Behner Nautilus Advisors LLC | 1,840 | $424,124.02 | $429,364 | $5,239.98 | 1.24% |
Birch Financial Group LLC Birch Financial Group LLC | 1,829 | $517,970.41 | $427,620.2 | -$90,350.21 | -17.44% |
Base Wealth Management LLC Base Wealth Management LLC | 811 | $228,061 | $188,768.36 | -$39,292.64 | -17.23% |
Beacon Financial Strategies Corp Beacon Financial Strategies Corp | 2,522 | $519,438.3 | $582,909.86 | $63,471.56 | 12.22% |
Brent Garcia Broadwater Capital Management LLC | 6,455 | $1.06M | $1.49M | $439,263 | 41.61% |
Bonnie Courtney Cambridge Financial Group LLC | 1,688 | $316,110.7 | $393,624.72 | $77,514.02 | 24.52% |
Torrey Growth & Income Advisors Torrey Growth & Income Advisors | 3,530 | $996,024.98 | $824,078.5 | -$171,946.48 | -17.26% |