| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Novak Novak & Powell Financial Services, Inc. | 27,163 | $172,764.63 | $153,199.32 | -$19,565.31 | -11.32% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 3.49M | $21.58M | $19.53M | -$2.06M | -9.52% |
Promus Capital LLC Promus Capital LLC | 14 | $83 | $79.17 | -$3.83 | -4.61% |
| DN Daniel Newman Noble Wealth Management PBC | 26,756 | $159,782.23 | $151,438.96 | -$8,343.27 | -5.22% |
Thoma Capital Management LLC Thoma Capital Management LLC | 10,848 | $65,551.02 | $59,989.44 | -$5,561.58 | -8.48% |
Heydon Traub Traub Capital Management LLC | 116,438 | $689,312.99 | $652,052.8 | -$37,260.19 | -5.41% |