| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| HM Howard Morin Helium Advisors LLC | 28,451 | $1.38M | $1.33M | -$49,316.71 | -3.57% |
Kevin Serrapede Capstone Wealth Management Group LLC | 11,662 | $564,656.48 | $547,239.35 | -$17,417.13 | -3.08% |
Todd Arthur Gomes Sonoma Allocations LLC | 150,342 | $7.38M | $7.05M | -$326,198.23 | -4.42% |
Manske Wealth Management Manske Wealth Management | 144,822 | $6.88M | $6.8M | -$83,051.89 | -1.21% |