| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lia Bertelson Mallini Complete Financial Planning LLC | 19,121 | $253,755.36 | $244,940.01 | -$8,815.35 | -3.47% |
| DN Daniel Newman Noble Wealth Management PBC | 135,360 | $1.8M | $1.73M | -$63,554.04 | -3.54% |
| FDW Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC | 1,000 | $13,320 | $12,810 | -$510 | -3.83% |
Nicole Reese WPG Advisers LLC | 3,026 | $39,757.29 | $39,035.4 | -$721.89 | -1.82% |
| CTC Caldwell Trust Co Caldwell Trust Co | 976 | $19,231.42 | $12,502.56 | -$6,728.86 | -34.99% |