| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 11 | $472 | $401.94 | -$70.06 | -14.84% |
Pinney & Scofield Inc. Pinney & Scofield Inc. | 3 | $83 | $101.85 | $18.85 | 22.71% |
Ameriflex Group Inc. Ameriflex Group Inc. | 42 | $809 | $1,527.96 | $718.96 | 88.87% |
Matthew Francis Dean Evelyn Partners Investment Management (Europe) Ltd. | 7 | $179 | $245.49 | $66.49 | 37.15% |
| RAL Ransom Advisory Ltd. Ransom Advisory Ltd. | 40 | $771 | $1,402.8 | $631.8 | 81.95% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 1 | $28 | $35.07 | $7.07 | 25.25% |
| CTC Caldwell Trust Co Caldwell Trust Co | 297 | $1,436.48 | $10,415.79 | $8,979.31 | 625.09% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 57 | $2,465 | $1,998.99 | -$466.01 | -18.91% |
| RCI Rexford Capital Inc. Rexford Capital Inc. | 336 | $6,868.79 | $11,783.52 | $4,914.73 | 71.55% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 16 | $308 | $543.2 | $235.2 | 76.36% |