| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 1,197 | $159,288 | $118,538.91 | -$40,749.09 | -25.58% |
Jon Lewis Midwest Trust Co | 141,805 | $18.3M | $14.06M | -$4.25M | -23.2% |
Winnow Wealth LLC Winnow Wealth LLC | 33 | $4,226 | $3,269.64 | -$956.36 | -22.63% |
Erik Bonnett Tripletail Wealth Management LLC | 2,430 | $298,801.04 | $240,764.4 | -$58,036.64 | -19.42% |
Boreal Capital Management LLC Boreal Capital Management LLC | 1,009 | $134,227 | $99,971.72 | -$34,255.28 | -25.52% |
| AAI ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 44,123 | $5.51M | $4.37M | -$1.14M | -20.73% |
Teton Advisors LLC Teton Advisors LLC | 11,000 | $1.43M | $1.09M | -$339,240 | -23.73% |
Jon Borer Capitolis Liquid Global Markets LLC | 104,000 | $9.62M | $10.3M | $677,040 | 7.04% |
| TAF Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 7,191 | $933,111.76 | $712,700.01 | -$220,411.75 | -23.62% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 55 | $7,010.35 | $5,451.05 | -$1,559.3 | -22.24% |
Steadtrust LLC Steadtrust LLC | 10,800 | $1.44M | $1.07M | -$367,416 | -25.57% |