| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SC Suzanne Cross JTC Employer Solutions Trustee Ltd | 2,100 | $19,635 | $15,309 | -$4,326 | -22.03% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 463,549 | $3.31M | $3.37M | $59,710.2 | 1.8% |
Lee Larson Everstar Asset Management, LLC | 256,538 | $1.94M | $1.87M | -$74,517.39 | -3.83% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 500 | $3,685 | $3,655 | -$30 | -0.81% |
Neil Azous Rareview Capital LLC | 270,627 | $1.9M | $1.97M | $73,069.29 | 3.85% |
| RN Ron New Whipplewood Advisors LLC | 214,786 | $1.65M | $1.56M | -$94,072.35 | -5.69% |
| DN Daniel Newman Noble Wealth Management PBC | 4,600 | $33,580 | $33,488 | -$92 | -0.27% |
Maridea Wealth Management LLC Maridea Wealth Management LLC | 11,850 | $89,353.61 | $86,268 | -$3,085.61 | -3.45% |
| CMM Comprehensive Money Management Services LLC Comprehensive Money Management Services LLC | 86,325 | $663,315.68 | $629,309.25 | -$34,006.43 | -5.13% |
Benjamin S. Smith Smith Asset Management Co LLC | 71,002 | $545,625.8 | $516,184.54 | -$29,441.26 | -5.4% |