| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| NWW New Wave Wealth Advisors LLC NEW WAVE WEALTH ADVISORS LLC | 25,152 | $525,106 | $509,453.76 | -$15,652.24 | -2.98% |
Curtis Harrell Tounjian Advisory Partners LLC | 702 | $14,588 | $14,204.97 | -$383.03 | -2.63% |
Neil Azous Rareview Capital LLC | 110,405 | $2.32M | $2.23M | -$88,821.45 | -3.82% |
| IAL IFC Advisors LLC IFC Advisors LLC | 2.97M | $61.76M | $60.2M | -$1.55M | -2.52% |
| DN Daniel Newman Noble Wealth Management PBC | 105,634 | $2.19M | $2.14M | -$56,299.41 | -2.57% |
Todd Arthur Gomes Sonoma Allocations LLC | 154,425 | $3.23M | $3.13M | -$100,190.69 | -3.11% |