| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TTI Tower Trust & Investment Co Tower Trust & Investment Co | 6 | $89.34 | $80.7 | -$8.64 | -9.67% |
HFM Investment Advisors LLC HFM Investment Advisors LLC | 2 | $30 | $26.9 | -$3.1 | -10.33% |
Boreal Capital Management LLC Boreal Capital Management LLC | 3 | $29 | $40.32 | $11.32 | 39.03% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 50 | $746 | $672.5 | -$73.5 | -9.85% |
| CTC Caldwell Trust Co Caldwell Trust Co | 151 | $2,105.45 | $2,030.95 | -$74.5 | -3.54% |
Patrick Phillips DKRT Investments Corp | 1,250 | $12,100 | $16,800 | $4,700 | 38.84% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 25,758 | $431,579.02 | $346,187.52 | -$85,391.5 | -19.79% |
| RCI Rexford Capital Inc. Rexford Capital Inc. | 8,217 | $81,020.51 | $110,436.48 | $29,415.97 | 36.31% |
| BFS Beacon Financial Strategies Corp Beacon Financial Strategies Corp | 283 | $2,030 | $3,806.35 | $1,776.35 | 87.5% |