| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sarah H. Schmidt Summit Wealth Group LLC / CO | 5,489 | $288,513.02 | $281,256.36 | -$7,256.66 | -2.52% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 3,327 | $174,368 | $170,475.48 | -$3,892.52 | -2.23% |
Vickie Gutierrez American National Bank of Texas | 26,387 | $1.4M | $1.35M | -$41,900.72 | -3% |
United Financial Planning Group LLC United Financial Planning Group LLC | 44,979 | $2.38M | $2.3M | -$78,433.88 | -3.29% |
Steinberganna Wealth Management Steinberganna Wealth Management | 65,957 | $3.49M | $3.38M | -$111,088.57 | -3.18% |
Blalock Williams LLC Blalock Williams LLC | 17,882 | $925,102.77 | $916,273.68 | -$8,829.09 | -0.95% |
Aventus Investment Advisors Inc. Aventus Investment Advisors Inc. | 100,911 | $5.31M | $5.17M | -$140,532.68 | -2.64% |
Jon Borer Capitolis Liquid Global Markets LLC | 137,200 | $7.26M | $7.03M | -$225,008 | -3.1% |
Adam Weisner Sherman Porfolios LLC | 107,643 | $5.69M | $5.53M | -$161,362.28 | -2.84% |
Shuttleworth & Co Shuttleworth & Co | 38,381 | $2.03M | $1.97M | -$57,703.2 | -2.85% |