| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 2,737 | $41,270.79 | $33,240.86 | -$8,029.93 | -19.46% |
| CAL Caxton Associates LLP Caxton Associates LLP | 54,613 | $741,098.55 | $660,265.71 | -$80,832.84 | -10.91% |
| RN Ron New Whipplewood Advisors LLC | 112,027 | $1.55M | $1.36M | -$185,776.95 | -12.02% |
| MK Matthew Klein Matauro LLC | 16,611 | $227,405 | $203,816.97 | -$23,588.03 | -10.37% |
| IAL IFC Advisors LLC IFC Advisors LLC | 38,956 | $570,643.93 | $477,211 | -$93,432.93 | -16.37% |
| SC Stacey Cole Haven Private LLC | 44,413 | $598,034.33 | $544,676.59 | -$53,357.74 | -8.92% |
Serenus Wealth Advisors LLC Serenus Wealth Advisors LLC | 17,068 | $258,751 | $210,395.53 | -$48,355.47 | -18.69% |
Promus Capital LLC Promus Capital LLC | 3,400 | $49,810 | $41,463 | -$8,347 | -16.76% |
| TCM TT Capital Management LLC TT Capital Management LLC | 12,603 | $159,176 | $154,638.81 | -$4,537.19 | -2.85% |
Cura Wealth Advisors LLC Cura Wealth Advisors LLC | 120,200 | $1.8M | $1.48M | -$322,548 | -17.91% |
| JCB John Ciaran Burns Universal-Beteiligungs- und Servicegesellschaft mbH | 220,056 | $3.25M | $2.7M | -$550,351.08 | -16.93% |
Brucke Financial Inc. Brucke Financial Inc. | 17,019 | $223,719.39 | $208,738.03 | -$14,981.36 | -6.7% |
Comprehensive Money Management Services LLC Comprehensive Money Management Services LLC | 13,190 | $191,994.87 | $162,171.05 | -$29,823.82 | -15.53% |
Investment Research Partners LLC Investment Research Partners LLC | 40,918 | $568,022.91 | $499,199.6 | -$68,823.31 | -12.12% |
Molly Wheeler Burk Holdings LLC | 2,365 | $29,941 | $28,711.1 | -$1,229.9 | -4.11% |
Matthew Jenkins GatePass Capital LLC | 10,000 | $151,440 | $122,550 | -$28,890 | -19.08% |
Invested Advisors Invested Advisors | 22,355 | $304,687.7 | $274,407.62 | -$30,280.08 | -9.94% |
Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 250,990 | $3.43M | $3.06M | -$364,272.77 | -10.62% |