| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 107,930 | $787,890 | $714,496.6 | -$73,393.4 | -9.32% |
| TW Todd Wulfson Rock Point Advisors LLC | 13,000 | $136,031.6 | $86,060 | -$49,971.6 | -36.74% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 2,100 | $19,635 | $14,143.5 | -$5,491.5 | -27.97% |
Jae Cho Marex Group plc | 23,751 | $173,382 | $159,131.7 | -$14,250.3 | -8.22% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 1.05M | $7.56M | $7.02M | -$537,124.22 | -7.11% |
Dan Wohlgemuth 49 WEALTH MANAGEMENT, LLC | 11,153 | $81,417 | $74,948.16 | -$6,468.84 | -7.95% |
Lee Larson Everstar Asset Management, LLC | 297,003 | $2.24M | $2M | -$242,931.08 | -10.85% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 500 | $3,685 | $3,360 | -$325 | -8.82% |
Neil Azous Rareview Capital LLC | 312,755 | $2.23M | $2.09M | -$132,807.26 | -5.97% |
| RN Ron New Whipplewood Advisors LLC | 69,383 | $528,745.23 | $467,294.5 | -$61,450.73 | -11.62% |
| DN Daniel Newman Noble Wealth Management PBC | 4,600 | $33,580 | $30,935 | -$2,645 | -7.88% |
Comprehensive Money Management Services LLC Comprehensive Money Management Services LLC | 95,050 | $727,008.18 | $638,736 | -$88,272.18 | -12.14% |
Benjamin S. Smith Smith Asset Management Co LLC | 68,360 | $525,282.19 | $460,746.4 | -$64,535.79 | -12.29% |