| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 7,449 | $616,041.58 | $266,934.91 | -$349,106.67 | -56.67% |
Julie Beswick Advantage Trust Co | 112 | $4,355 | $4,018.56 | -$336.44 | -7.73% |
Wayne Atkins VCI Wealth Management LLC | 31,670 | $1.43M | $1.15M | -$277,528.18 | -19.44% |
Curtis Burkholder Bare Financial Services, Inc | 226 | $11,148.45 | $8,165.38 | -$2,983.07 | -26.76% |
Keisuke Ichihara Rakuten Securities, Inc. | 270 | $10,650.25 | $9,720 | -$930.25 | -8.73% |
Rob Dainard Hara Capital LLC | 16,356 | $640,692.76 | $584,890.56 | -$55,802.2 | -8.71% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,797 | $124,821.2 | $63,739.59 | -$61,081.61 | -48.94% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 250 | $9,961.6 | $9,032.5 | -$929.1 | -9.33% |
Alan Gilmore Private Wealth Management Group, LLC | 175 | $10,127.53 | $6,322.75 | -$3,804.78 | -37.57% |
T. Gregory Reymann II Keyes, Stange & Wooten Wealth Management, LLC | 5,256 | $204,353 | $190,582.56 | -$13,770.44 | -6.74% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 48 | $3,134.46 | $1,723.68 | -$1,410.78 | -45.01% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 36,647 | $2.47M | $1.32M | -$1.15M | -46.5% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 600 | $50,250.24 | $21,504 | -$28,746.24 | -57.21% |
Corey Saft Sivia Capital Partners, LLC | 57,888 | $2.43M | $2.07M | -$361,277.56 | -14.89% |
Douglas E. Morisoli Fairman Group, LLC | 131 | $8,450.68 | $4,695.04 | -$3,755.64 | -44.44% |
| VT Vincent Tortorella Point72 (DIFC) Ltd | 14,552 | $959,544 | $523,872 | -$435,672 | -45.4% |
| WL Wealthcollab LLC WealthCollab, LLC | 183 | $7,402.44 | $6,632.83 | -$769.61 | -10.4% |
Ian Jameson American Capital Advisory, LLC | 20 | $1,111.56 | $727.2 | -$384.36 | -34.58% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 13,700 | $1.01M | $491,213.5 | -$515,445.78 | -51.2% |
Kevyn Hill Hilltop National Bank | 2,367 | $191,895.92 | $84,738.6 | -$107,157.32 | -55.84% |