| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CW Chung Wu Chung Wu Investment Group LLC | 7,000 | $77,770 | $72,135 | -$5,635 | -7.25% |
| DN Daniel Newman Noble Wealth Management PBC | 27,927 | $306,638.57 | $288,765.18 | -$17,873.39 | -5.83% |
Cura Wealth Advisors LLC Cura Wealth Advisors LLC | 269,000 | $3.1M | $2.75M | -$357,725 | -11.53% |
Nicole Reese WPG Advisers LLC | 987 | $11,043.32 | $10,067.4 | -$975.92 | -8.84% |
Caldwell Trust Co Caldwell Trust Co | 19,517 | $324,626.39 | $201,805.78 | -$122,820.61 | -37.83% |
Matthew Jenkins GatePass Capital LLC | 23,681 | $260,017 | $243,322.27 | -$16,694.73 | -6.42% |
Plan A Wealth LLC Plan A Wealth LLC | 12,791 | $140,444.85 | $131,683.34 | -$8,761.51 | -6.24% |