| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 11,441 | $607,403 | $604,771.26 | -$2,631.74 | -0.43% |
Todd Arthur Gomes Sonoma Allocations LLC | 6,357 | $330,024.12 | $336,031.02 | $6,006.9 | 1.82% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 13 | $683.53 | $687.18 | $3.65 | 0.53% |
William F. Blake PMG Family Office LLC | 17,703 | $895,118.95 | $935,780.58 | $40,661.63 | 4.54% |