| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PH Peter Heilbron Trace Wealth Advisors LLC | 22,456 | $531,926.07 | $525,470.4 | -$6,455.67 | -1.21% |
| HFI Holcombe Financial Inc. Holcombe Financial Inc. | 18,340 | $435,804.19 | $428,880.9 | -$6,923.29 | -1.59% |
Rossby Financial LLC Rossby Financial LLC | 46,399 | $1.12M | $1.09M | -$31,087.34 | -2.78% |
Caldwell Trust Co Caldwell Trust Co | 6,807 | $165,180.29 | $159,556.08 | -$5,624.21 | -3.4% |