| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SC Shuttleworth & Co Shuttleworth & Co | 10,593 | $1.62M | $1.49M | -$131,231.27 | -8.09% |
| PWA Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 76 | $10,977 | $10,700.04 | -$276.96 | -2.52% |
| SL Steadtrust LLC Steadtrust LLC | 1,576 | $250,978.59 | $221,885.04 | -$29,093.55 | -11.59% |
Eric C. Jansen Finivi Inc. | 9,775 | $1.59M | $1.38M | -$211,087.8 | -13.3% |