| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 200 | $1,978 | $2,034 | $56 | 2.83% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 26,233 | $271,511.55 | $266,789.61 | -$4,721.94 | -1.74% |
| WCP Wick Capital Partners LLC Wick Capital Partners LLC | 26,967 | $254,478.3 | $274,254.39 | $19,776.09 | 7.77% |
Amy Ardeel Icon Wealth Advisors LLC | 14,255 | $149,677.5 | $144,973.35 | -$4,704.15 | -3.14% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 11 | $107 | $111.87 | $4.87 | 4.55% |
Owen McCabe Tyche Wealth Partners LLC | 17,500 | $164,740 | $163,625 | -$1,115 | -0.68% |
| FFI FRANK FRIEDLER, III FreeGulliver LLC | 12,241 | $128,531 | $118,064.44 | -$10,466.56 | -8.14% |
| JS Jeffrey Socha Entrewealth LLC | 12,148 | $120,143.72 | $124,395.52 | $4,251.8 | 3.54% |