| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sarah H. Schmidt Summit Wealth Group LLC / CO | 873 | $282,405.4 | $281,463.93 | -$941.47 | -0.33% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 825 | $210,416.39 | $265,988.25 | $55,571.86 | 26.41% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 4 | $1,307 | $1,289.64 | -$17.36 | -1.33% |
Blalock Williams LLC Blalock Williams LLC | 652 | $225,761.22 | $210,185.24 | -$15,575.98 | -6.9% |
| KMA Kristy Michelle Afraimi BAM Wealth Management LLC | 2,267 | $784,971.3 | $731,356.87 | -$53,614.43 | -6.83% |
Jon Borer Capitolis Liquid Global Markets LLC | 29,611 | $10.41M | $9.55M | -$860,264.27 | -8.27% |
Manske Wealth Management Manske Wealth Management | 1,490 | $510,503.74 | $480,688.9 | -$29,814.84 | -5.84% |
| KCS Kepler Cheuvreux (Suisse) SA Kepler Cheuvreux (Suisse) SA | 6,651 | $2.3M | $2.14M | -$158,891.75 | -6.9% |
| SC Shuttleworth & Co Shuttleworth & Co | 3,985 | $1.37M | $1.28M | -$90,244.27 | -6.56% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 4 | $1,282 | $1,290.44 | $8.44 | 0.66% |