| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Cura Wealth Advisors LLC Cura Wealth Advisors LLC | 269,000 | $3.1M | $3.02M | -$84,690 | -2.73% |
Nicole Reese WPG Advisers LLC | 987 | $11,043.32 | $11,074.14 | $30.82 | 0.28% |
| CTC Caldwell Trust Co Caldwell Trust Co | 19,517 | $324,626.39 | $218,590.4 | -$106,035.99 | -32.66% |
Matthew Jenkins GatePass Capital LLC | 23,681 | $260,017 | $265,227.2 | $5,210.2 | 2% |
| PAW Plan A Wealth LLC Plan A Wealth LLC | 13,932 | $152,973 | $156,038.4 | $3,065.4 | 2% |