| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CTC Caldwell Trust Co Caldwell Trust Co | 2,774 | $220,768.29 | $202,488.13 | -$18,280.16 | -8.28% |
| AAI ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 28,467 | $2.48M | $2.06M | -$420,325.03 | -16.98% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 58 | $5,180.18 | $4,240.38 | -$939.8 | -18.14% |
| RCI Rexford Capital Inc. Rexford Capital Inc. | 3,855 | $380,278.69 | $281,839.05 | -$98,439.64 | -25.89% |
Brent Garcia Broadwater Capital Management LLC | 1,822 | $163,014 | $133,206.42 | -$29,807.58 | -18.29% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 622 | $54,169.64 | $45,402.89 | -$8,766.75 | -16.18% |
United Financial Planning Group LLC United Financial Planning Group LLC | 51 | $3,931 | $3,728.61 | -$202.39 | -5.15% |
Jon Borer Capitolis Liquid Global Markets LLC | 79,453 | $6.12M | $5.8M | -$324,565.27 | -5.3% |