| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Caldwell Trust Co Caldwell Trust Co | 22 | $3,067.91 | $5,064.62 | $1,996.71 | 65.08% |
ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 13,350 | $2.44M | $3.06M | $626,595.6 | 25.73% |
Landon Marsh Scott Marsh Financial LLC | 890 | $219,562 | $204,299.5 | -$15,262.5 | -6.95% |
Gibbs Wealth Management Gibbs Wealth Management | 1,962 | $426,092.93 | $449,533.44 | $23,440.51 | 5.5% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 3 | $639 | $688.14 | $49.14 | 7.69% |
Basepoint Wealth LLC Basepoint Wealth LLC | 3 | $640 | $688.14 | $48.14 | 7.52% |
Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 8,247 | $1.89M | $1.89M | -$1,325.9 | -0.07% |
Kepler Cheuvreux (Suisse) SA Kepler Cheuvreux (Suisse) SA | 563 | $129,197.23 | $129,855.95 | $658.72 | 0.51% |