| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KB Kyle Bubeck TrueMark Investments LLC | 145,508 | $1.24M | $1.21M | -$25,120.89 | -2.03% |
Courtney Holt Compound Planning, Inc. | 17,683 | $166,765.44 | $147,653.05 | -$19,112.39 | -11.46% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,599 | $22,217.52 | $21,701.65 | -$515.87 | -2.32% |
Jae Cho Marex Group plc | 34,946 | $299,138 | $290,750.72 | -$8,387.28 | -2.8% |
Lee Larson Everstar Asset Management, LLC | 12,500 | $121,875 | $104,375 | -$17,500 | -14.36% |
Teresa Coleman Creekside Partners | 72,890 | $684,364.24 | $608,631.5 | -$75,732.74 | -11.07% |
David Levy Diversified Enterprises LLC | 77,020 | $683,330.91 | $643,117 | -$40,213.91 | -5.88% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 500 | $4,750 | $4,175 | -$575 | -12.11% |
Neil Azous Rareview Capital LLC | 452,806 | $3.86M | $3.78M | -$82,801.3 | -2.14% |
Heather Scully NWF Advisory Services Inc. | 10,458 | $93,076.07 | $87,324.3 | -$5,751.77 | -6.18% |
| RN Ron New Whipplewood Advisors LLC | 131,117 | $1.16M | $1.09M | -$68,931.38 | -5.92% |
| DN Daniel Newman Noble Wealth Management PBC | 26,300 | $224,076.19 | $219,605 | -$4,471.19 | -2% |
| CB Chris Benson L.K. Benson & Company P.C. | 15,640 | $148,401 | $130,594 | -$17,807 | -12% |
Nicole Reese WPG Advisers LLC | 1,758 | $15,011.17 | $14,784.78 | -$226.39 | -1.51% |
| QFW QTR Family Wealth LLC QTR Family Wealth LLC | 14,440 | $138,195.38 | $120,574 | -$17,621.38 | -12.75% |
Benjamin S. Smith Smith Asset Management Co LLC | 70,459 | $684,077.9 | $588,332.65 | -$95,745.25 | -14% |