| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Greykasell Wealth Strategies Inc. Greykasell Wealth Strategies Inc. | 24,642 | $936,928.42 | $862,346.79 | -$74,581.63 | -7.96% |
| SK Samira Kadam Synergy Investment Management LLC | 186 | $6,180 | $6,540.69 | $360.69 | 5.84% |
| LIL LifeGoal Investments LLC LifeGoal Investments LLC | 57,360 | $1.93M | $2.02M | $87,051.94 | 4.51% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 700 | $26,530 | $24,612 | -$1,918 | -7.23% |
MSH Capital Advisors LLC MSH Capital Advisors LLC | 20,255 | $781,640 | $712,165.8 | -$69,474.2 | -8.89% |
Jeffrey N. Yoffe Yoffe Investment Management LLC | 8,764 | $332,155.6 | $307,441.12 | -$24,714.48 | -7.44% |
| FDW Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC | 937 | $35,516.06 | $32,991.77 | -$2,524.29 | -7.11% |
| CMM Comprehensive Money Management Services LLC Comprehensive Money Management Services LLC | 8,920 | $337,670.97 | $314,117.8 | -$23,553.17 | -6.98% |
Boreal Capital Management LLC Boreal Capital Management LLC | 25 | $995 | $879.87 | -$115.13 | -11.57% |