| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher C. Powers Farther Finance Advisors, LLC | 2,674 | $22,805.43 | $20,670.02 | -$2,135.41 | -9.36% |
Jae Cho Marex Group plc | 34,946 | $299,138 | $269,258.93 | -$29,879.07 | -9.99% |
Lee Larson Everstar Asset Management, LLC | 12,500 | $121,875 | $96,687.5 | -$25,187.5 | -20.67% |
Teresa Coleman Creekside Partners | 72,890 | $684,364.24 | $563,804.15 | -$120,560.09 | -17.62% |
David Levy Diversified Enterprises LLC | 77,020 | $683,330.91 | $593,824.2 | -$89,506.71 | -13.1% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 500 | $4,750 | $3,870 | -$880 | -18.53% |
Neil Azous Rareview Capital LLC | 452,806 | $3.86M | $3.49M | -$374,861.17 | -9.7% |
Heather Scully NWF Advisory Services Inc. | 10,458 | $93,076.07 | $80,631.18 | -$12,444.89 | -13.37% |
| RN Ron New Whipplewood Advisors LLC | 131,117 | $1.16M | $1.01M | -$155,127.7 | -13.33% |
| DN Daniel Newman Noble Wealth Management PBC | 26,000 | $221,520.19 | $199,550 | -$21,970.19 | -9.92% |
| CB Chris Benson L.K. Benson & Company P.C. | 15,640 | $148,401 | $121,131.8 | -$27,269.2 | -18.38% |
Nicole Reese WPG Advisers LLC | 1,758 | $15,011.17 | $13,606.92 | -$1,404.25 | -9.35% |
QTR Family Wealth LLC QTR Family Wealth LLC | 14,440 | $138,195.38 | $111,404.6 | -$26,790.78 | -19.39% |
Benjamin S. Smith Smith Asset Management Co LLC | 70,459 | $684,077.9 | $543,591.18 | -$140,486.72 | -20.54% |