| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Winnow Wealth LLC Winnow Wealth LLC | 1 | $55 | $57.42 | $2.42 | 4.4% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 153 | $8,788 | $8,785.26 | -$2.74 | -0.03% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 1,000 | $50,490 | $57,420 | $6,930 | 13.73% |
| RCI Rexford Capital Inc. Rexford Capital Inc. | 1,526 | $85,119.72 | $87,622.92 | $2,503.2 | 2.94% |
Jon Borer Capitolis Liquid Global Markets LLC | 163,822 | $10.5M | $9.41M | -$1.09M | -10.38% |
Manske Wealth Management Manske Wealth Management | 4,457 | $256,207.64 | $255,920.94 | -$286.7 | -0.11% |
Steadtrust LLC Steadtrust LLC | 6,820 | $391,615.52 | $391,604.4 | -$11.12 | - |