| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michelle Taylor BALANCED WEALTH GROUP LLC | 197,774 | $1.06M | $1.07M | $12,080.56 | 1.14% |
David Novak Novak & Powell Financial Services, Inc. | 45,630 | $256,440 | $245,945.7 | -$10,494.3 | -4.09% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 5.42M | $28.98M | $29.3M | $316,680.56 | 1.09% |
| AWA Adapt Wealth Advisors LLC ADAPT WEALTH ADVISORS, LLC | 11,107 | $62,421 | $60,088.87 | -$2,332.13 | -3.74% |
Chris M. Frantz Catalina Capital Group, LLC | 70,125 | $369,208.31 | $376,571.25 | $7,362.94 | 1.99% |
| SPC Spirepoint Private Client LLC SPIREPOINT PRIVATE CLIENT, LLC | 10,083 | $56,665 | $54,145.71 | -$2,519.29 | -4.45% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 682 | $3,833 | $3,662.34 | -$170.66 | -4.45% |
Heather Scully NWF Advisory Services Inc. | 10,000 | $51,700 | $53,700 | $2,000 | 3.87% |
| DN Daniel Newman Noble Wealth Management PBC | 36,760 | $206,591 | $197,401.2 | -$9,189.8 | -4.45% |