| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sarah H. Schmidt Summit Wealth Group LLC / CO | 5,638 | $876,821.84 | $651,752.8 | -$225,069.04 | -25.67% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 265 | $24,422.84 | $30,634 | $6,211.16 | 25.43% |
Jon Borer Capitolis Liquid Global Markets LLC | 200,000 | $20.59M | $28.08M | $7.48M | 36.33% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 1 | $155.52 | $115.6 | -$39.92 | -25.67% |
William F. Blake PMG Family Office LLC | 3,275 | $610,787.17 | $378,590 | -$232,197.17 | -38.02% |