| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bernard Wealth Management Corp Bernard Wealth Management Corp | 5 | $260 | $92.6 | -$167.4 | -64.38% |
| RFL Rossby Financial LLC Rossby Financial LLC | 150 | $3,063 | $2,776.5 | -$286.5 | -9.35% |
| PR Philip Rice Warm Springs Advisors Inc. | 60,000 | $2.82M | $1.11M | -$1.71M | -60.61% |
| CWM Copia Wealth Management Copia Wealth Management | 25 | $934 | $462.75 | -$471.25 | -50.46% |
Erik Bonnett Tripletail Wealth Management LLC | 80 | $4,874.51 | $1,483.2 | -$3,391.31 | -69.57% |
| TGI Torrey Growth & Income Advisors Torrey Growth & Income Advisors | 94,880 | $3.98M | $1.76M | -$2.22M | -55.76% |