| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Molly Wheeler Burk Holdings LLC | 14 | $1,128 | $828.38 | -$299.62 | -26.56% |
| CTC Caldwell Trust Co Caldwell Trust Co | 775 | $71,814.76 | $45,856.75 | -$25,958.01 | -36.15% |
| AAI ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 9,117 | $734,466 | $539,452.89 | -$195,013.11 | -26.55% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 215 | $20,618.5 | $12,721.55 | -$7,896.95 | -38.3% |
Invested Advisors Invested Advisors | 3,083 | $248,386 | $182,421.11 | -$65,964.89 | -26.56% |
| KMA Kristy Michelle Afraimi BAM Wealth Management LLC | 5,962 | $450,435.45 | $352,771.54 | -$97,663.91 | -21.68% |
| TAF Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 7,245 | $355,294.64 | $428,686.65 | $73,392.01 | 20.66% |
Manske Wealth Management Manske Wealth Management | 45,647 | $2.75M | $2.7M | -$52,701.93 | -1.91% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 15 | $1,208 | $887.55 | -$320.45 | -26.53% |