| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 12,199 | $433,279.86 | $193,599.35 | -$239,680.51 | -55.32% |
| RR rosemary richard WCG Wealth Advisors LLC | 158,622 | $3.78M | $2.53M | -$1.25M | -33.09% |
| LWL Lauer Wealth LLC Lauer Wealth LLC | 414,170 | $6.83M | $6.75M | -$80,810.4 | -1.18% |
| SC Suzanne Cross JTC Employer Solutions Trustee Ltd | 10,800 | $253,422 | $171,828 | -$81,594 | -32.2% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 700 | $36,351 | $11,207 | -$25,144 | -69.17% |
| BO Brian Oliveira Clear Street Group Inc. | 14.64M | $405.22M | $233.96M | -$171.27M | -42.26% |
Kimberly Cappellano Private Wealth Asset Management LLC | 1,900 | $51,585 | $30,371.5 | -$21,213.5 | -41.12% |
| SE Sima Elimelech Activest Wealth Management | 2,109 | $41,716.02 | $32,562.96 | -$9,153.06 | -21.94% |
| TW Troy Winegarner Strong Tower Advisory Services | 561,699 | $21.67M | $8.77M | -$12.9M | -59.52% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 22,722 | $882,394.18 | $363,211.17 | -$519,183.01 | -58.84% |
| DH Dinan Hu R Squared Ltd | 15,303 | $302,693 | $245,001.03 | -$57,691.97 | -19.06% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 35,382 | $1.84M | $556,558.86 | -$1.28M | -69.71% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,600 | $63,629.25 | $41,405 | -$22,224.25 | -34.93% |
Clint Dunn Beaird Harris Wealth Management LLC | 18,394 | $454,130.42 | $290,625.2 | -$163,505.22 | -36% |
Jennifer Carlson Gould Capital LLC | 234 | $9,401.04 | $3,726.45 | -$5,674.59 | -60.36% |
| YH Yanjuan Huang Vienna Asset Management LLC | 111,281 | $3.02M | $1.69M | -$1.33M | -44.09% |
Michael Byun SageView Advisory Group LLC | 2,475 | $67,200 | $37,558.12 | -$29,641.88 | -44.11% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 1,087 | $29,512 | $16,946.33 | -$12,565.67 | -42.58% |
| RDL Rodrigo De La Garza Summa Corp. | 24,000 | $1.17M | $372,480 | -$799,500 | -68.22% |
Loni Adams Daymark Wealth Partners LLC | 23,266 | $755,449.77 | $361,553.64 | -$393,896.13 | -52.14% |