| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TFI Towarzystwo Funduszy Inwestycyjnych PZU SA Towarzystwo Funduszy Inwestycyjnych PZU SA | 270 | $45,714.93 | $28,738.8 | -$16,976.13 | -37.13% |
Molly Wheeler Burk Holdings LLC | 3 | $467 | $319.48 | -$147.52 | -31.59% |
David W. Young III Clarion Wealth Managment Partners LLC | 1,979 | $312,352.34 | $210,644.76 | -$101,707.58 | -32.56% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 5,821 | $905,282 | $619,907.39 | -$285,374.61 | -31.52% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 265 | $24,422.84 | $28,221.17 | $3,798.33 | 15.55% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 65 | $11,773.25 | $6,945.25 | -$4,828 | -41.01% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 1 | $155.52 | $106.85 | -$48.67 | -31.3% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 8 | $1,244 | $854.8 | -$389.2 | -31.29% |
William F. Blake PMG Family Office LLC | 3,271 | $610,375.29 | $353,954.91 | -$256,420.38 | -42.01% |