| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WWL Winnow Wealth LLC Winnow Wealth LLC | 5 | $1,150 | $1,020.8 | -$129.2 | -11.23% |
| CTC Caldwell Trust Co Caldwell Trust Co | 22 | $3,067.91 | $4,491.52 | $1,423.61 | 46.4% |
| AAI ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 9,195 | $1.52M | $1.88M | $360,139.1 | 23.74% |
| LM Landon Marsh Scott Marsh Financial LLC | 890 | $219,562 | $181,702.4 | -$37,859.6 | -17.24% |
| GWM Gibbs Wealth Management Gibbs Wealth Management | 1,254 | $271,026.86 | $256,016.64 | -$15,010.22 | -5.54% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 3 | $640 | $612.48 | -$27.52 | -4.3% |
| JB Jon Borer Capitolis Liquid Global Markets LLC | 91,584 | $20.06M | $18.7M | -$1.36M | -6.78% |
| TAF Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 8,289 | $1.9M | $1.69M | -$209,842.62 | -11.03% |
| KCS Kepler Cheuvreux (Suisse) SA Kepler Cheuvreux (Suisse) SA | 132,157 | $30.33M | $26.98M | -$3.35M | -11.03% |
| PWA Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 4 | $876 | $816.64 | -$59.36 | -6.78% |