| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 6 | $25,741.44 | $18,278.64 | -$7,462.8 | -28.99% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 4 | $13,816.46 | $12,185.76 | -$1,630.7 | -11.8% |
Bradley Wilson Crews Bank & Trust | 19 | $60,838 | $57,882.36 | -$2,955.64 | -4.86% |
SummitTX Capital LP SummitTX Capital LP | 2,297 | $7.76M | $7M | -$763,173.88 | -9.83% |
| RN Ron New Whipplewood Advisors LLC | 13 | $43,911 | $39,603.72 | -$4,307.28 | -9.81% |
| LG Luc Gaudet Louisbourg Investments Inc. | 6 | $15,513.6 | $18,278.64 | $2,765.04 | 17.82% |
George Hall II One8Zero8 LLC | 75 | $240,150 | $228,483 | -$11,667 | -4.86% |
Heather LeVar Roxbury Financial LLC | 28 | $88,747.45 | $85,300.32 | -$3,447.13 | -3.88% |
Crux Wealth Advisors Crux Wealth Advisors | 70 | $224,140 | $213,250.8 | -$10,889.2 | -4.86% |
| BM Berkeley Meredith Hughes Financial Services LLC | 3 | $11,440 | $9,139.32 | -$2,300.68 | -20.11% |
Burling Wealth Partners LLC Burling Wealth Partners LLC | 165 | $707,889.64 | $502,662.59 | -$205,227.05 | -28.99% |
| DN Daniel Newman Noble Wealth Management PBC | 1 | $3,392 | $3,046.44 | -$345.56 | -10.19% |
| JC Jackson Calvin Sage Investment Counsel LLC | 205 | $656,410 | $624,520.19 | -$31,889.81 | -4.86% |
| FG Fabian Guerra Guerra Advisors Inc. | 68 | $291,736 | $207,157.92 | -$84,578.08 | -28.99% |
| PR Philippe Reitzer Banque Transatlantique SA | 661 | $2.83M | $2.01M | -$815,338.77 | -28.82% |
| DBR Darin Bond Roth Stenger Family Office LLC | 860 | $2.92M | $2.62M | -$300,325.6 | -10.28% |
| SCL Stance Capital LLC Stance Capital LLC | 1,334 | $4.87M | $4.06M | -$801,516.49 | -16.47% |
May Hill Capital LLC May Hill Capital LLC | 67 | $235,045.98 | $204,111.48 | -$30,934.5 | -13.16% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 201 | $705,225.54 | $612,334.43 | -$92,891.11 | -13.17% |
| RFL Rossby Financial LLC Rossby Financial LLC | 47 | $161,645.91 | $143,182.68 | -$18,463.23 | -11.42% |