| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Evelyn Partners Investment Management Services Ltd. Evelyn Partners Investment Management Services Ltd. | 76,689 | $1.23M | $1.13M | -$100,423.3 | -8.19% |
Evelyn Partners Investment Management LLP Evelyn Partners Investment Management LLP | 182,664 | $2.92M | $2.68M | -$239,196.92 | -8.19% |
| LC Leslie Childs MB Levis & Associates LLC | 162 | $2,568 | $2,568 | - | - |
Nicole Reese WPG Advisers LLC | 18 | $285.4 | $285.4 | - | - |
Towarzystwo Funduszy Inwestycyjnych PZU SA Towarzystwo Funduszy Inwestycyjnych PZU SA | 660 | $10,546 | $10,546 | - | - |
Maseco LLP Maseco LLP | 1,171 | $18,579.48 | $20,360 | $1,780.52 | 9.58% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 26 | $412.08 | $389 | -$23.08 | -5.6% |
Molly Wheeler Burk Holdings LLC | 3 | $44.8 | $52 | $7.2 | 16.07% |
Boreal Capital Management LLC Boreal Capital Management LLC | 79 | $1,251.15 | $1,376 | $124.85 | 9.98% |
Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 15 | $215 | $215 | - | - |
Basepoint Wealth LLC Basepoint Wealth LLC | 24 | $359 | $359 | - | - |