| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jennifer Lutz Trademark Financial Management, LLC | 2,925 | $249,532 | $186,381 | -$63,151 | -25.31% |
Paul Zarling Client First Investment Management LLC | 30,921 | $2.64M | $1.97M | -$667,584.88 | -25.31% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 14,499 | $346,222.08 | $923,876.28 | $577,654.2 | 166.84% |
Dennis Mason VISTA INVESTMENT PARTNERS II, LLC | 25,822 | $2.2M | $1.65M | -$557,497.16 | -25.31% |
Gregory A. Brown Brown Financial Advisors | 4,268 | $364,103 | $364,103 | - | - |
| PWL Paladin Wealth LLC Paladin Wealth LLC | 7,212 | $615,256 | $459,548.64 | -$155,707.36 | -25.31% |
| SAL Sylvest Advisors LLC Sylvest Advisors LLC | 5,382 | $459,138 | $342,941.04 | -$116,196.96 | -25.31% |
Robert Warmkessel Grange Capital LLC | 6,754 | $576,184 | $430,364.88 | -$145,819.12 | -25.31% |
| RL Rajendra Lachman Berbice Capital Management LLC | 46,611 | $2.77M | $2.97M | $196,540 | 7.09% |
| DN Daniel Newman Noble Wealth Management PBC | 58,079 | $3.79M | $3.7M | -$86,799.59 | -2.29% |
TFR Capital LLC TFR Capital LLC | 4,280 | $365,127 | $365,127 | - | - |
| RM Rich Mowrer Brookwood Investment Group LLC | 41,564 | $2.55M | $2.65M | $100,503.81 | 3.94% |