| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Morgan Christen Spinnaker Investment Group LLC | 45,498 | $1.15M | $1.13M | -$21,958.68 | -1.91% |
Ryan Fink Treasure Coast Financial Planning | 68,889 | $1.73M | $1.7M | -$26,773.32 | -1.55% |
Morgan Carter RFP Financial Group LLC | 33,367 | $842,404.97 | $824,999.07 | -$17,405.9 | -2.07% |
Michael Snyder Beaumont Financial Advisors LLC | 1.3M | $32.63M | $32.23M | -$401,485.03 | -1.23% |
David W. Lewis Lewis Asset Management, LLC | 10,000 | $245,900 | $247,300 | $1,400 | 0.57% |
Cass A. Gilbert Gilbert Capital Group, Inc. | 62,169 | $1.56M | $1.54M | -$22,691.94 | -1.45% |