| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KCA Kagan Cocozza Asset Management Kagan Cocozza Asset Management | 12,376 | $211,753 | $201,605.04 | -$10,147.96 | -4.79% |
Evelyn Partners Asset Management Ltd. Evelyn Partners Asset Management Ltd. | 1,291 | $25,562 | $21,011.02 | -$4,550.98 | -17.8% |
Allium Financial Advisors LLC Allium Financial Advisors LLC | 329,889 | $6.05M | $5.37M | -$678,342 | -11.22% |
Benjamin S. Smith Smith Asset Management Co LLC | 160,826 | $2.98M | $2.62M | -$353,722.61 | -11.88% |
Boreal Capital Management LLC Boreal Capital Management LLC | 1 | $17.11 | $16.29 | -$0.82 | -4.79% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 67 | $1,234.72 | $1,088.75 | -$145.97 | -11.82% |
Thomas George Efthimiou Meadowbrook Wealth Management LLC | 110,570 | $1.85M | $1.8M | -$46,444.99 | -2.51% |