| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Boreal Capital Management LLC Boreal Capital Management LLC | 240 | $16,342.93 | $12,480 | -$3,862.93 | -23.64% |
| CTC Caldwell Trust Co Caldwell Trust Co | 6,218 | $527,495.28 | $322,620.93 | -$204,874.35 | -38.84% |
| AAI ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 56,982 | $3.88M | $2.9M | -$979,520.44 | -25.24% |
Michael Behner Nautilus Advisors LLC | 7,906 | $602,753.32 | $409,767.98 | -$192,985.34 | -32.02% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 7 | $488 | $363.19 | -$124.81 | -25.58% |
| BML Berman McAleer LLC Berman McAleer LLC | 7,017 | $469,528.19 | $371,199.3 | -$98,328.89 | -20.94% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 5 | $252 | $259.42 | $7.42 | 2.94% |