| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| HAS Hayley A. Snell LRI Investments, LLC | 2,469 | $27,850 | $25,529.46 | -$2,320.54 | -8.33% |
Lee Larson Everstar Asset Management, LLC | 23,400 | $262,080 | $243,711 | -$18,369 | -7.01% |
| CLJ Cathy Lynne Juilfs ACCREDITED INVESTOR SERVICES, LLC | 15,848 | $182,314.53 | $162,600.48 | -$19,714.05 | -10.81% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 310 | $3,497 | $3,199.2 | -$297.8 | -8.52% |
Neil Azous Rareview Capital LLC | 548,051 | $6.17M | $5.61M | -$564,296.63 | -9.14% |
| AFI Atala Financial Inc. Atala Financial Inc. | 356,455 | $4.07M | $3.69M | -$388,774.37 | -9.54% |
Clare Market Investments LLC Clare Market Investments LLC | 42,115 | $475,071.5 | $434,416.22 | -$40,655.28 | -8.56% |
| CW Chung Wu Chung Wu Investment Group LLC | 1,871 | $22,265 | $19,514.53 | -$2,750.47 | -12.35% |
| DN Daniel Newman Noble Wealth Management PBC | 63,159 | $717,554.15 | $664,432.68 | -$53,121.47 | -7.4% |
Bernard Wealth Management Corp Bernard Wealth Management Corp | 2 | $23 | $20.92 | -$2.08 | -9.04% |
| KH Kristine Harrell Uniting Wealth Partners LLC | 56,482 | $640,488.31 | $588,260.03 | -$52,228.28 | -8.15% |
Cloud Capital Management LLC Cloud Capital Management LLC | 16,002 | $190,423.8 | $164,500.56 | -$25,923.24 | -13.61% |
Nicole Reese WPG Advisers LLC | 2,023 | $23,272.66 | $20,917.82 | -$2,354.84 | -10.12% |
Caldwell Trust Co Caldwell Trust Co | 8,245 | $93,004 | $86,753.89 | -$6,250.11 | -6.72% |
Virtue Asset Management LLC Virtue Asset Management LLC | 28,057 | $316,483 | $288,987.1 | -$27,495.9 | -8.69% |