| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Frank Tehel October Effect Ltd. | 163,995 | $1.27M | $1.03M | -$244,352.85 | -19.18% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 379 | $2,012.15 | $2,380.12 | $367.97 | 18.29% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 38 | $149 | $238.64 | $89.64 | 60.16% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 1,479 | $11,491 | $9,288.12 | -$2,202.88 | -19.17% |
United Financial Planning Group LLC United Financial Planning Group LLC | 10 | $77.62 | $62.8 | -$14.82 | -19.09% |
Jon Borer Capitolis Liquid Global Markets LLC | 250,000 | $1.74M | $1.57M | -$167,500 | -9.64% |