| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Darin Sadow Freestone Grove Partners LP | 147,261 | $41.41M | $34.51M | -$6.91M | -16.67% |
Jeffrey M Bernstein Silverberg Bernstein Capital Management LLC | 15,534 | $3.23M | $3.47M | $239,771.19 | 7.41% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 2,576 | $519,711.01 | $608,734.56 | $89,023.55 | 17.13% |
Shotwell Rutter Baer Inc. Shotwell Rutter Baer Inc | 2,002 | $331,953.92 | $447,747.28 | $115,793.36 | 34.88% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 1,044 | $187,767.99 | $233,490.59 | $45,722.6 | 24.35% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 2,269 | $638,164 | $507,461.83 | -$130,702.17 | -20.48% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 2,261 | $456,495.88 | $529,797.54 | $73,301.66 | 16.06% |
| LHS Lori H. Snead MontVue Capital Management, Inc. | 775 | $217,938 | $173,328.74 | -$44,609.26 | -20.47% |
| MG Melissa Glennie Capital Management Associates, Inc | 1,524 | $428,386.37 | $340,842.58 | -$87,543.79 | -20.44% |
Anthony Blagrove Traveka Wealth, LLC | 1,087 | $247,639.02 | $243,107.54 | -$4,531.48 | -1.83% |
Julie Beswick Advantage Trust Co | 900 | $253,089 | $201,284.99 | -$51,804.01 | -20.47% |
Cody Gehman Stonebridge Financial Group, LLC | 4,084 | $955,156.66 | $913,386.56 | -$41,770.1 | -4.37% |
Wayne Atkins VCI Wealth Management LLC | 9,451 | $2.66M | $2.22M | -$435,302.44 | -16.38% |
Curtis Burkholder Bare Financial Services, Inc | 103 | $29,546 | $23,035.95 | -$6,510.05 | -22.03% |
Thomas Hood Alternative Investment Advisors, LLC. | 10,850 | $1.58M | $2.56M | $979,770.87 | 62.15% |
Kevin Stillman Evernest Financial Advisors, LLC | 2,816 | $571,304.2 | $655,395.84 | $84,091.64 | 14.72% |
Keisuke Ichihara Rakuten Securities, Inc. | 3,488 | $968,800.9 | $823,098.24 | -$145,702.66 | -15.04% |
Joshua Stipcich Tidemark, LLC | 430 | $88,168.71 | $101,613.3 | $13,444.59 | 15.25% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 3,612 | $673,335.94 | $807,823.76 | $134,487.82 | 19.97% |
Jaran Day OPINICUS CAPITAL, INC. | 8,728 | $2.04M | $1.95M | -$85,060.53 | -4.18% |