| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DN Daniel Newman Noble Wealth Management PBC | 637,478 | $3.81M | $3.22M | -$584,407.55 | -15.34% |
North Ground Capital North Ground Capital | 89,600 | $456,960 | $453,376 | -$3,584 | -0.78% |
Avi Kantor Certior Financial Group LLC | 349,900 | $2.26M | $1.78M | -$485,711.87 | -21.48% |
Maridea Wealth Management LLC Maridea Wealth Management LLC | 72,321 | $476,802.84 | $365,944.26 | -$110,858.58 | -23.25% |
Ameriflex Group Inc. Ameriflex Group Inc. | 17,339 | $102,514.82 | $88,949.07 | -$13,565.75 | -13.23% |
| AH Allen Hamilton Liberty Square Wealth Partners LLC | 28,356 | $196,648.94 | $144,048.48 | -$52,600.46 | -26.75% |
Wealthedge Investment Advisors LLC Wealthedge Investment Advisors LLC | 30,609 | $189,029.26 | $155,952.85 | -$33,076.41 | -17.5% |
Binnacle Investments Inc. Binnacle Investments Inc. | 33,132 | $233,581 | $167,647.92 | -$65,933.08 | -28.23% |
Clark Asset Management LLC Clark Asset Management LLC | 29,974 | $217,611 | $151,818.31 | -$65,792.69 | -30.23% |
Nicole Reese WPG Advisers LLC | 4,278 | $26,112.37 | $21,946.14 | -$4,166.23 | -15.96% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 82,406 | $494,017.24 | $416,974.36 | -$77,042.88 | -15.6% |