| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Torrey Growth & Income Advisors Torrey Growth & Income Advisors | 4,050 | $791,813.51 | $624,226.5 | -$167,587.01 | -21.16% |
United Financial Planning Group LLC United Financial Planning Group LLC | 41 | $6,186.32 | $6,269.31 | $82.99 | 1.34% |
Jon Borer Capitolis Liquid Global Markets LLC | 338,968 | $53.27M | $52.17M | -$1.1M | -2.07% |
Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 1,500 | $292,980.59 | $231,180 | -$61,800.59 | -21.09% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 2 | $346.25 | $306.56 | -$39.69 | -11.46% |
Eric C. Jansen Finivi Inc. | 5,276 | $729,935 | $811,448.8 | $81,513.8 | 11.17% |