| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Boreal Capital Management LLC Boreal Capital Management LLC | 17 | $571 | $484.67 | -$86.33 | -15.12% |
| CTC Caldwell Trust Co Caldwell Trust Co | 120 | $3,181.32 | $3,421.2 | $239.88 | 7.54% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 250 | $6,628 | $7,135 | $507 | 7.65% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 3 | $89 | $85.53 | -$3.47 | -3.9% |
| TAF Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 23,939 | $747,642.89 | $682,740.28 | -$64,902.61 | -8.68% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 2 | $56 | $56.72 | $0.72 | 1.29% |