| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Caldwell Trust Co Caldwell Trust Co | 615 | $136,681.24 | $123,430.5 | -$13,250.74 | -9.69% |
ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 17,252 | $3.39M | $3.43M | $35,530 | 1.05% |
Gibbs Wealth Management Gibbs Wealth Management | 2,193 | $375,220.15 | $435,749.1 | $60,528.95 | 16.13% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 4 | $895 | $794.8 | -$100.2 | -11.2% |
Rexford Capital Inc. Rexford Capital Inc. | 3,280 | $544,695.48 | $651,736 | $107,040.52 | 19.65% |
Birch Financial Group LLC Birch Financial Group LLC | 2,047 | $384,211.72 | $406,738.9 | $22,527.18 | 5.86% |
Basepoint Wealth LLC Basepoint Wealth LLC | 502 | $93,128.31 | $99,747.4 | $6,619.09 | 7.11% |
Thomas George Efthimiou Meadowbrook Wealth Management LLC | 5,230 | $1.04M | $1.06M | $17,648.69 | 1.69% |
Plan A Wealth LLC Plan A Wealth LLC | 1,135 | $253,744.12 | $225,524.5 | -$28,219.62 | -11.12% |
| KMA Kristy Michelle Afraimi BAM Wealth Management LLC | 1,607 | $316,549.35 | $326,847.73 | $10,298.38 | 3.25% |
Manske Wealth Management Manske Wealth Management | 3,911 | $670,005.09 | $777,115.7 | $107,110.61 | 15.99% |
Kepler Cheuvreux (Suisse) SA Kepler Cheuvreux (Suisse) SA | 101,349 | $18.97M | $20.14M | $1.17M | 6.15% |
Eric C. Jansen Finivi Inc. | 3,026 | $676,764.73 | $612,704.48 | -$64,060.25 | -9.47% |