| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Heather Scully NWF Advisory Services Inc. | 69,481 | $850,608.83 | $777,144.98 | -$73,463.85 | -8.64% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 5,111 | $62,559 | $56,987.65 | -$5,571.35 | -8.91% |
| AWL Alteri Wealth LLC Alteri Wealth LLC | 11,405 | $139,597 | $127,793.02 | -$11,803.98 | -8.46% |
| CMP Craig M. Pesce Marshall & Sterling Wealth Advisors Inc. | 37,128 | $454,436.69 | $415,276.68 | -$39,160.01 | -8.62% |
Evelyn Partners Asset Management Ltd. Evelyn Partners Asset Management Ltd. | 1,289 | $16,048 | $14,436.8 | -$1,611.2 | -10.04% |
Caldwell Trust Co Caldwell Trust Co | 31,297 | $404,945.93 | $350,056.94 | -$54,888.99 | -13.55% |