| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Chris Chatto Encompass More Asset Management | 89,893 | $695,551.33 | $555,538.74 | -$140,012.59 | -20.13% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 33,089 | $252,039.71 | $207,468.03 | -$44,571.68 | -17.68% |
Todd A. Rustman Clarity Capital Partners LLC | 14,089 | $104,681.33 | $88,445.11 | -$16,236.22 | -15.51% |
Heather Fowler A4 Wealth Advisors LLC | 14,022 | $116,102.5 | $87,903.92 | -$28,198.58 | -24.29% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 400 | $3,312 | $2,508 | -$804 | -24.28% |
Heather Scully NWF Advisory Services Inc. | 13,500 | $111,780 | $83,362.5 | -$28,417.5 | -25.42% |
Winebrenner Capital Management LLC Winebrenner Capital Management LLC | 135,754 | $1.13M | $845,068.65 | -$284,742.25 | -25.2% |
| OFO OneAscent Family Office LLC OneAscent Family Office LLC | 44,268 | $328,468.56 | $273,461.14 | -$55,007.42 | -16.75% |
Ameriflex Group Inc. Ameriflex Group Inc. | 27,500 | $227,700 | $172,425 | -$55,275 | -24.28% |
Wallace Jones WJ Financial Advisors LLC | 503,994 | $3.96M | $3.13M | -$822,758.65 | -20.79% |