| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RJ Rebecca Judd Pathstone Holdings, LLC | 631,630 | $7.12M | $6.44M | -$679,075.22 | -9.54% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 200 | $2,288 | $2,036 | -$252 | -11.01% |
| PC Patrick Collar Collar Capital Management LLC | 105,620 | $1.35M | $1.08M | -$272,698.02 | -20.21% |