| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 5,376 | $47,015.8 | $22,955.52 | -$24,060.28 | -51.17% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 157,271 | $1.41M | $647,170.16 | -$759,608.28 | -54% |
| TCL Therese C.D. Linden Bank of New Hampshire | 3,200 | $16,544 | $12,928 | -$3,616 | -21.86% |
Joseph Castro Nuveen LLC | 1.5M | $11.13M | $6.4M | -$4.73M | -42.54% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 32,061 | $192,620.56 | $133,373.76 | -$59,246.8 | -30.76% |
Richard Slavik Newbridge Financial Services Group Inc. | 300 | $2,256 | $1,281 | -$975 | -43.22% |
| BO Brian Oliveira Clear Street Group Inc. | 2.4M | $17.6M | $10.19M | -$7.42M | -42.13% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 174,838 | $827,229 | $713,111.75 | -$114,117.25 | -13.8% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 38,399 | $181,627.27 | $163,963.73 | -$17,663.54 | -9.73% |
Larry Herold Herold Advisors Inc. | 15,500 | $49,358 | $63,627.5 | $14,269.5 | 28.91% |
Jenell Wunsch Sora Investors LLC | 890,588 | $5.82M | $3.66M | -$2.16M | -37.12% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 8,596 | $45,750.83 | $34,985.72 | -$10,765.11 | -23.53% |
| WKS White Knight Strategic Wealth Advisors LLC White Knight Strategic Wealth Advisors LLC | 38,813 | $321,144.39 | $159,327.36 | -$161,817.03 | -50.39% |
Bert Miller Miller Wealth Advisors LLC | 75 | $564 | $320.62 | -$243.38 | -43.15% |
Jennifer Carlson Gould Capital LLC | 5,060 | $28,027.13 | $21,150.8 | -$6,876.33 | -24.53% |
Ana-Maria Ignat Covestor Ltd | 1,353 | $9,460.04 | $5,777.31 | -$3,682.73 | -38.93% |
Emilie Camilleri Bryant Woods Investment Advisors LLC | 12,008 | $56,797.84 | $49,412.92 | -$7,384.92 | -13% |
Taro Kuriyama Axq Capita LLP | 143,693 | $715,194.82 | $590,578.23 | -$124,616.59 | -17.42% |
Jeffrey Gilbert Balboa Wealth Partners | 23,125 | $211,564.82 | $93,198.37 | -$118,366.45 | -55.95% |
CJ Harrison DecisionPoint Financial LLC | 35 | $264 | $149.45 | -$114.55 | -43.39% |