| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Gibbs Wealth Management Gibbs Wealth Management | 29,879 | $1.03M | $1.21M | $177,581.01 | 17.27% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 16 | $823 | $641.6 | -$181.4 | -22.04% |
Rexford Capital Inc. Rexford Capital Inc. | 17,639 | $665,344.3 | $715,261.45 | $49,917.15 | 7.5% |
Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 5,145 | $264,556 | $208,887 | -$55,669 | -21.04% |
Stuart E. Greenfield Greenfield Seitz Capital Management LLC | 40,268 | $1.17M | $1.64M | $469,429.96 | 40.2% |