| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew J. Peters NorthStar Asset Management LLC /NJ/ | 19,198 | $195,006.79 | $184,300.8 | -$10,705.99 | -5.49% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 1.58M | $16.15M | $15.22M | -$935,516.45 | -5.79% |
Jade Eagles WEALTHGARDEN F.S. LLC | 33,033 | $365,135.3 | $316,290.97 | -$48,844.33 | -13.38% |
Lee Larson Everstar Asset Management, LLC | 57,988 | $620,833.46 | $556,394.86 | -$64,438.6 | -10.38% |
| CLJ Cathy Lynne Juilfs ACCREDITED INVESTOR SERVICES, LLC | 10,767 | $110,900 | $102,878.68 | -$8,021.32 | -7.23% |
Curtis Harrell Tounjian Advisory Partners LLC | 120 | $1,240 | $1,151.4 | -$88.6 | -7.15% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 270 | $3,027 | $2,594.7 | -$432.3 | -14.28% |
Maridea Wealth Management LLC Maridea Wealth Management LLC | 61,489 | $657,064.12 | $589,372.06 | -$67,692.06 | -10.3% |
| FDW Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC | 9 | $97.58 | $86.35 | -$11.23 | -11.51% |
Nicole Reese WPG Advisers LLC | 2,530 | $26,758.98 | $24,338.6 | -$2,420.38 | -9.05% |
Benjamin S. Smith Smith Asset Management Co LLC | 386,580 | $4.15M | $3.7M | -$452,363.97 | -10.91% |
Investment Research Partners LLC Investment Research Partners LLC | 100,660 | $1.11M | $967,342.6 | -$141,911.09 | -12.79% |
Adam Scott Argyle Capital Partners LLC | 16,157 | $172,804.84 | $154,541.7 | -$18,263.14 | -10.57% |
Invested Advisors Invested Advisors | 48,787 | $521,583.13 | $467,135.52 | -$54,447.61 | -10.44% |