| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 27 | $3,443 | $5,161.05 | $1,718.05 | 49.9% |
ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 11,193 | $2.58M | $2.13M | -$446,109.4 | -17.29% |
Landon Marsh Scott Marsh Financial LLC | 6,530 | $1.57M | $1.24M | -$325,389.9 | -20.76% |
Gibbs Wealth Management Gibbs Wealth Management | 2,785 | $361,828 | $530,431.1 | $168,603.1 | 46.6% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 45 | $10,800 | $8,577.9 | -$2,222.1 | -20.57% |
Rexford Capital Inc. Rexford Capital Inc. | 800 | $103,936.19 | $152,268 | $48,331.81 | 46.5% |