| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EG Ethan Gilbert Rialto Wealth Management LLC | 10,789 | $536,645.52 | $540,097.34 | $3,451.82 | 0.64% |
Clune & Associates Ltd. Clune & Associates Ltd. | 13,727 | $685,394.8 | $688,546.32 | $3,151.52 | 0.46% |
Juho-Tuomas Appel Obsido Oy | 53,176 | $2.65M | $2.67M | $22,367.97 | 0.85% |
Craig McFadzean Turn8 Private Wealth Inc. | 60,142 | $3.01M | $3.02M | $11,667.26 | 0.39% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 232 | $11,728.91 | $11,637.12 | -$91.79 | -0.78% |
Boreal Capital Management LLC Boreal Capital Management LLC | 5,060 | $257,200 | $253,581.9 | -$3,618.1 | -1.41% |
Darrell T. Roberts American Wealth Advisors LLC | 42,468 | $2.16M | $2.13M | -$30,295.03 | -1.4% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 50,963 | $2.59M | $2.56M | -$32,037.86 | -1.24% |