| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Kroskey True Wealth Design LLC | 66 | $7,397.95 | $5,629.14 | -$1,768.81 | -23.91% |
Jill Batley Gateway Wealth Partners LLC | 3,795 | $329,504 | $329,633.7 | $129.7 | 0.04% |
| LAM Lakewood Asset Management LLC Lakewood Asset Management LLC | 8,894 | $871,463.07 | $772,532.84 | -$98,930.23 | -11.35% |
| WPA Wealth Preservation Advisors LLC Wealth Preservation Advisors LLC | 178 | $15,458 | $15,342.71 | -$115.29 | -0.75% |
Dana Isaacs ClearAlpha Technologies LP | 11,683 | $1.16M | $1.01M | -$145,752.92 | -12.56% |
| EJK Eric J. Kemnitz Polymer Capital Management USS) LLC | 23,874 | $2.67M | $2.06M | -$615,766.35 | -23.03% |
| KB Kyle Bubeck TrueMark Investments LLC | 53,187 | $5.5M | $4.58M | -$915,536.2 | -16.65% |
| PVI Pine Valley Investments Ltd. Liability Co. Pine Valley Investments Ltd. Liability Co. | 4,017 | $451,301.13 | $343,855.2 | -$107,445.93 | -23.81% |
David Silver INSTRUMENTAL WEALTH, LLC | 2,718 | $278,708.82 | $231,818.22 | -$46,890.6 | -16.82% |
| DD Damir Durkovic Entropy Technologies, LP | 78,944 | $6.86M | $6.76M | -$97,890.6 | -1.43% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 796 | $71,819.51 | $68,137.6 | -$3,681.91 | -5.13% |
Alexandra Stickelman Root Financial Partners, LLC | 576 | $61,219.31 | $49,305.6 | -$11,913.71 | -19.46% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 4,054 | $463,835.97 | $347,022.4 | -$116,813.57 | -25.18% |
Courtney Holt Compound Planning, Inc. | 2,403 | $346,406.82 | $205,696.8 | -$140,710.02 | -40.62% |
Nemes Rush Group LLC Nemes Rush Group LLC | 672 | $82,542.81 | $57,523.2 | -$25,019.61 | -30.31% |
John Shanley Aspect Partners, LLC | 184 | $26,170.26 | $15,693.36 | -$10,476.9 | -40.03% |
Tony Macafee UniSuper Management Pty Ltd | 26,191 | $3.71M | $2.25M | -$1.46M | -39.45% |
Norden Group LLC NORDEN GROUP LLC | 3,855 | $660,426.03 | $330,334.95 | -$330,091.08 | -49.98% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 4,414 | $546,270.42 | $376,470.06 | -$169,800.36 | -31.08% |
Peter Sigismondi Ramirez Asset Management, Inc. | 2,247 | $244,125.31 | $192,545.43 | -$51,579.88 | -21.13% |