| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CTC Caldwell Trust Co Caldwell Trust Co | 200 | $30,820 | $27,986 | -$2,834 | -9.2% |
Bryce Maxwell Westerkirk Capital Inc. | 3,691 | $1.37M | $514,488.49 | -$855,935.41 | -62.46% |
| AAI ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 2,250 | $567,630 | $300,960 | -$266,670 | -46.98% |
Landon Marsh Scott Marsh Financial LLC | 1,658 | $670,198 | $231,108.62 | -$439,089.38 | -65.52% |
United Financial Planning Group LLC United Financial Planning Group LLC | 17 | $4,289 | $2,373.45 | -$1,915.55 | -44.66% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 3 | $475 | $420.01 | -$54.99 | -11.58% |