| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
One Degree Advisors Inc. One Degree Advisors Inc | 122,336 | $6.17M | $5.91M | -$266,509.54 | -4.32% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 10,926 | $542,336.79 | $527,507.28 | -$14,829.51 | -2.73% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 11,609 | $582,339.5 | $561,179.06 | -$21,160.44 | -3.63% |
Gillian Curran Prospect Financial Group LLC | 17,960 | $893,170.77 | $866,570 | -$26,600.77 | -2.98% |
Venkatram Krishnamurthy V2 Financial group LLC | 10,394 | $518,291.33 | $501,406.56 | -$16,884.77 | -3.26% |
Daniel Andersen Parkshore Wealth Management, Inc. | 11,106 | $549,688.97 | $536,086.62 | -$13,602.35 | -2.47% |
Bruce Barton Parkworth Wealth Management, Inc. | 3,380 | $169,162.9 | $163,203.3 | -$5,959.6 | -3.52% |
| VC Vernon Cushenbery Two West Capital Advisors LLC | 4,965 | $248,399 | $239,710.2 | -$8,688.8 | -3.5% |
FMB Wealth Management FMB Wealth Management | 8,041 | $403,497 | $388,139.07 | -$15,357.93 | -3.81% |
Christopher H. Gardner Parkwoods Wealth Partners LLC | 7,007 | $349,910.38 | $338,297.96 | -$11,612.42 | -3.32% |
Citrine Capital LLC Citrine Capital LLC | 1.09M | $53.94M | $52.45M | -$1.48M | -2.75% |
| SCL Scratch Capital LLC Scratch Capital LLC | 20,379 | $1.02M | $986,547.39 | -$30,414.65 | -2.99% |
Aspen Capital Management LLC Aspen Capital Management LLC | 4,529 | $227,269 | $218,773.34 | -$8,495.66 | -3.74% |
Michael Behner Nautilus Advisors LLC | 20,399 | $1.02M | $984,863.72 | -$34,391.42 | -3.37% |
Birch Financial Group LLC Birch Financial Group LLC | 5,559 | $275,290.8 | $268,471.9 | -$6,818.9 | -2.48% |