| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MM Michael Motolo CVS HEALTH Corp | 10,000 | $520,100 | $488,100 | -$32,000 | -6.15% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,267 | $57,558.99 | $62,019.65 | $4,460.66 | 7.75% |
Joseph Castro Nuveen LLC | 100,000 | $5.2M | $4.93M | -$269,000 | -5.17% |
cullen roche Orcam Financial Group | 7,545 | $392,415.45 | $371,440.35 | -$20,975.1 | -5.35% |
| CC Cheung Chan Chemistry Wealth Management LLC | 6,305 | $256,550.45 | $312,601.9 | $56,051.45 | 21.85% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 87 | $4,524.87 | $4,290.84 | -$234.03 | -5.17% |
Audrey Woon Evergreen Quality Fund GP, Ltd. | 513,197 | $26.69M | $24.99M | -$1.7M | -6.36% |
| FG Fabian Guerra Guerra Advisors Inc. | 252 | $7,573 | $12,272.4 | $4,699.4 | 62.05% |
| BCW Ball & Co Wealth Management Inc. Ball & Co Wealth Management Inc. | 1,081 | $56,222.81 | $52,644.7 | -$3,578.11 | -6.36% |
| CWM Copia Wealth Management Copia Wealth Management | 49 | $2,548 | $2,416.68 | -$131.32 | -5.15% |
Jon Lewis Midwest Trust Co | 4,146 | $215,633 | $201,910.2 | -$13,722.8 | -6.36% |