| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
United Advisor Group LLC United Advisor Group, LLC | 242,994 | $3.84M | $2.95M | -$884,171.96 | -23.05% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 11,809 | $152,098 | $143,951.71 | -$8,146.29 | -5.36% |
Jon Deven Mouton CAP Partners, LLC | 11,226 | $162,949.03 | $137,743.02 | -$25,206.01 | -15.47% |
Jeffrey M Bernstein Silverberg Bernstein Capital Management LLC | 151,444 | $2.15M | $1.87M | -$282,810.87 | -13.16% |
Kelly Richert Clayton Financial Group LLC | 2,460 | $31,070 | $30,034.63 | -$1,035.37 | -3.33% |
Jonathan Chatfield LM Advisors LLC | 56,000 | $721,524.03 | $686,840 | -$34,684.03 | -4.81% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 423,216 | $5.97M | $5.19M | -$773,701.11 | -12.97% |
| FWP Family Wealth Partners LLC FAMILY WEALTH PARTNERS, LLC | 79,906 | $1.11M | $982,044.74 | -$130,470.03 | -11.73% |
Mark Weiskind Fairway Wealth LLC | 831 | $10,703 | $10,186.81 | -$516.19 | -4.82% |
| HAS Hayley A. Snell LRI Investments, LLC | 124,179 | $1.9M | $1.52M | -$374,336 | -19.72% |
| NCG Noah C Goldberg Jain Global LLC | 17,143 | $220,802 | $210,344.61 | -$10,457.39 | -4.74% |
Brandt Sakakeeny Rockingstone Advisors LLC | 21,670 | $278,278.73 | $262,640.4 | -$15,638.33 | -5.62% |
Carmen McClennon WR Wealth Planners, LLC | 1,200 | $18,852 | $14,790 | -$4,062 | -21.55% |
Christopher Plummer PROMETHIUM ADVISORS,LLC | 16,000 | $241,755 | $196,320 | -$45,435 | -18.79% |
Greg Reidy Granite FO LLC | 374,795 | $6.12M | $4.52M | -$1.6M | -26.1% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 473 | $6,927 | $5,725.66 | -$1,201.34 | -17.34% |
BluePointe Capital Management LLC BluePointe Capital Management LLC | 113,017 | $1.72M | $1.38M | -$332,887.76 | -19.4% |
Antonio Cavarero Generali Asset Management SPA SGR | 2.63M | $39.31M | $31.96M | -$7.35M | -18.7% |
Generali Investments CEE investicni spolecnost a.s. Generali Investments CEE investicni spolecnost a.s. | 61,624 | $931,380.55 | $756,126.48 | -$175,254.07 | -18.82% |
Bayforest Capital Ltd. Bayforest Capital Ltd. | 3,780 | $48,686 | $45,889.2 | -$2,796.8 | -5.74% |