| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AS Aryn Sands GK Wealth Management LLC | 43 | $4,120 | $4,182.18 | $62.18 | 1.51% |
Boreal Capital Management LLC Boreal Capital Management LLC | 60 | $7,610.55 | $5,839.2 | -$1,771.35 | -23.27% |
Caldwell Trust Co Caldwell Trust Co | 587 | $63,160.65 | $57,840.04 | -$5,320.61 | -8.42% |
Basepoint Wealth LLC Basepoint Wealth LLC | 26,789 | $2.66M | $2.61M | -$51,310.6 | -1.93% |
Steadtrust LLC Steadtrust LLC | 2,652 | $359,637.61 | $258,092.64 | -$101,544.97 | -28.24% |