| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nicole Reese WPG Advisers LLC | 2,125 | $18,706.14 | $13,238.75 | -$5,467.39 | -29.23% |
HFM Investment Advisors LLC HFM Investment Advisors LLC | 34 | $291.58 | $213.18 | -$78.4 | -26.89% |
Caldwell Trust Co Caldwell Trust Co | 4,148 | $111,083.42 | $25,530.94 | -$85,552.48 | -77.02% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 32,000 | $338,560 | $196,160 | -$142,400 | -42.06% |
Rexford Capital Inc. Rexford Capital Inc. | 17,240 | $144,218.09 | $106,370.8 | -$37,847.29 | -26.24% |
Basepoint Wealth LLC Basepoint Wealth LLC | 126 | $1,172.74 | $773.01 | -$399.73 | -34.09% |
Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 78,410 | $643,087.49 | $484,181.75 | -$158,905.74 | -24.71% |