| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lia Bertelson Mallini Complete Financial Planning LLC | 17,475 | $231,830.8 | $201,312 | -$30,518.8 | -13.16% |
| DN Daniel Newman Noble Wealth Management PBC | 131,278 | $1.74M | $1.54M | -$205,878.02 | -11.81% |
| FDW Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC | 1,000 | $13,320 | $11,781 | -$1,539 | -11.55% |
Nicole Reese WPG Advisers LLC | 3,026 | $39,757.29 | $35,283.16 | -$4,474.13 | -11.25% |
Caldwell Trust Co Caldwell Trust Co | 976 | $19,231.42 | $11,428.96 | -$7,802.46 | -40.57% |