| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Caldwell Trust Co Caldwell Trust Co | 15 | $2,974 | $3,265.95 | $291.95 | 9.82% |
Bryce Maxwell Westerkirk Capital Inc. | 9,000 | $2.05M | $1.96M | -$89,280 | -4.36% |
ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 65,475 | $14.35M | $14.12M | -$229,811.86 | -1.6% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 13 | $2,364.95 | $2,802.15 | $437.2 | 18.49% |
Birch Financial Group LLC Birch Financial Group LLC | 4,194 | $999,082.91 | $910,098 | -$88,984.91 | -8.91% |
Matthew Jenkins GatePass Capital LLC | 1,774 | $402,118.43 | $384,887.04 | -$17,231.39 | -4.29% |
Basepoint Wealth LLC Basepoint Wealth LLC | 19 | $4,152.56 | $4,094.31 | -$58.25 | -1.4% |
Blalock Williams LLC Blalock Williams LLC | 5,327 | $1.25M | $1.15M | -$91,652.64 | -7.36% |
Jon Borer Capitolis Liquid Global Markets LLC | 396,000 | $101.2M | $85.59M | -$15.61M | -15.43% |
Manske Wealth Management Manske Wealth Management | 3,027 | $637,662.91 | $657,191.97 | $19,529.06 | 3.06% |
Jesper Lorenzen Danica Pension Livsforsikringsaktieselskab | 33,402 | $6.66M | $7.25M | $584,966.16 | 8.78% |
Kepler Cheuvreux (Suisse) SA Kepler Cheuvreux (Suisse) SA | 4,956 | $982,477.33 | $1.08M | $93,073.79 | 9.47% |
Eric C. Jansen Finivi Inc. | 2,591 | $651,183.17 | $553,852.16 | -$97,331.01 | -14.95% |