| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Katie Christensen iSAM Funds UKK) Ltd | 1,885 | $270,724 | $263,918.84 | -$6,805.16 | -2.51% |
John DeMarco Trajan Wealth LLC | 2,274 | $306,665.16 | $318,382.73 | $11,717.57 | 3.82% |
| JG John Ginter Callan Family Office LLC | 5,601 | $941,810.02 | $784,195.98 | -$157,614.04 | -16.74% |
Mariana Coli Dunhill Financial LLC | 1 | $174.19 | $140.01 | -$34.18 | -19.62% |
| DP Drew Phillips Fortitude Family Office LLC | 115 | $14,562.82 | $16,101.15 | $1,538.33 | 10.56% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 1,745 | $175,444.25 | $244,317.44 | $68,873.19 | 39.26% |
| SL Sarah Ludden Clifford Group LLC | 3,477 | $323,143.44 | $486,814.75 | $163,671.31 | 50.65% |
| DS David Smith Linden Thomas Advisory Services LLC | 9,950 | $1.18M | $1.39M | $216,095.7 | 18.36% |
| IR Ira Ravitz Beverly Hills Private Wealth LLC | 2,386 | $239,198.61 | $334,063.85 | $94,865.24 | 39.66% |
| PBO Paul B. Ordonio Park Place Capital Corp. | 553 | $66,988.21 | $77,425.53 | $10,437.32 | 15.58% |
Kevin Kroskey True Wealth Design LLC | 54 | $7,244 | $7,560.54 | $316.54 | 4.37% |
| OIS OneAscent Investment Solutions LLC OneAscent Investment Solutions LLC | 2,806 | $454,653.73 | $392,868.04 | -$61,785.69 | -13.59% |
| DD Damir Durkovic Entropy Technologies, LP | 27,331 | $3.93M | $3.83M | -$98,664.84 | -2.51% |
Alexandra Stickelman Root Financial Partners, LLC | 95 | $19,474.07 | $13,300.95 | -$6,173.12 | -31.7% |
Staci Compagno Portside Wealth Group, LLC | 2,216 | $419,650.41 | $310,262.15 | -$109,388.26 | -26.07% |
Norden Group LLC NORDEN GROUP LLC | 4,878 | $846,300.93 | $682,968.75 | -$163,332.18 | -19.3% |
Robert Green LECAP ASSET MANAGEMENT LTD | 2,676 | $466,132.64 | $374,666.75 | -$91,465.89 | -19.62% |
| AA Andrew Alkon EntryPoint Capital, LLC | 2,800 | $402,136 | $392,027.98 | -$10,108.02 | -2.51% |
Christopher C. Powers Farther Finance Advisors, LLC | 254 | $46,008.23 | $35,562.54 | -$10,445.69 | -22.7% |
Mathieu Cornu Pictet Asset Management Holding SA | 8,606 | $1.1M | $1.2M | $108,328.86 | 9.88% |