| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AS Aryn Sands GK Wealth Management LLC | 178 | $15,129 | $14,925.3 | -$203.7 | -1.35% |
Towarzystwo Funduszy Inwestycyjnych PZU SA Towarzystwo Funduszy Inwestycyjnych PZU SA | 2,900 | $192,027.13 | $247,979 | $55,951.87 | 29.14% |
Longview Financial Advisors LLC Longview Financial Advisors LLC | 1,026 | $60,422 | $87,410.07 | $26,988.07 | 44.67% |
Molly Wheeler Burk Holdings LLC | 48 | $3,925 | $4,110 | $185 | 4.71% |
Caldwell Trust Co Caldwell Trust Co | 2,120 | $118,682.5 | $182,245.8 | $63,563.3 | 53.56% |
ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 42,619 | $3.41M | $3.65M | $235,929.24 | 6.91% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 44 | $3,907 | $3,767.72 | -$139.28 | -3.56% |
Basepoint Wealth LLC Basepoint Wealth LLC | 31 | $2,423 | $2,654.37 | $231.37 | 9.55% |
Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 7,903 | $558,203.93 | $676,062.13 | $117,858.2 | 21.11% |
Manske Wealth Management Manske Wealth Management | 5,693 | $335,272.74 | $489,484.14 | $154,211.4 | 46% |