| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Adam Hoffmann CCM Investment Group LLC | 14,873 | $1.32M | $1.08M | -$236,926.54 | -18.02% |
Nicole Reese WPG Advisers LLC | 171 | $11,699.54 | $12,388.95 | $689.41 | 5.89% |
HFM Investment Advisors LLC HFM Investment Advisors LLC | 5 | $377.8 | $366.7 | -$11.1 | -2.94% |
Justin Boggs Optima Capital LLC | 29 | $1,839 | $2,101.05 | $262.05 | 14.25% |
Todd Iglehart Family Legacy Financial Solutions LLC | 11,792 | $903,974 | $870,485.44 | -$33,488.56 | -3.7% |
John H. Bai Credential Securities Inc. | 1,729 | $137,006.17 | $126,770.28 | -$10,235.89 | -7.47% |
| CTC Caldwell Trust Co Caldwell Trust Co | 66 | $8,938.15 | $4,783.68 | -$4,154.47 | -46.48% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 200 | $10,710 | $14,686 | $3,976 | 37.12% |
Brent Garcia Broadwater Capital Management LLC | 79 | $8,839.38 | $5,690.37 | -$3,149.01 | -35.62% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 3,708 | $325,658.16 | $282,475.44 | -$43,182.72 | -13.26% |
Manske Wealth Management Manske Wealth Management | 3,842 | $334,235.45 | $278,045.54 | -$56,189.91 | -16.81% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 6 | $321 | $464.58 | $143.58 | 44.73% |