| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John R. Hanahan Yukon Wealth Management Inc. | 12,282 | $205,109 | $176,492.34 | -$28,616.66 | -13.95% |
Allium Financial Advisors LLC Allium Financial Advisors LLC | 371,490 | $6.74M | $5.31M | -$1.44M | -21.29% |
Benjamin S. Smith Smith Asset Management Co LLC | 160,826 | $2.98M | $2.3M | -$678,591.13 | -22.79% |
Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 70 | $1,284.95 | $999.95 | -$285 | -22.18% |
Caldwell Trust Co Caldwell Trust Co | 1,626 | $27,154 | $23,162.37 | -$3,991.63 | -14.7% |
Thomas George Efthimiou Meadowbrook Wealth Management LLC | 107,760 | $1.8M | $1.54M | -$261,323.45 | -14.5% |