| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,100 | $11,638 | $10,593 | -$1,045 | -8.98% |
Jonathan Chatfield LM Advisors LLC | 21,804 | $240,027.89 | $211,825.86 | -$28,202.03 | -11.75% |
| FTM F. Thomas Mosley Mosley Wealth Management | 946 | $10,267.81 | $9,180.93 | -$1,086.88 | -10.59% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 94,481 | $1.04M | $916,465.7 | -$121,885.3 | -11.74% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 1,025 | $10,660 | $9,942.5 | -$717.5 | -6.73% |
Neil Azous Rareview Capital LLC | 125,561 | $1.3M | $1.21M | -$88,520.69 | -6.81% |
Heather Scully NWF Advisory Services Inc. | 19,738 | $209,199.98 | $191,063.84 | -$18,136.14 | -8.67% |
| AFI Atala Financial Inc. Atala Financial Inc. | 391,683 | $4.15M | $3.8M | -$349,298.58 | -8.42% |
| AWL Alteri Wealth LLC Alteri Wealth LLC | 68,764 | $731,762.11 | $665,979.34 | -$65,782.77 | -8.99% |
| DN Daniel Newman Noble Wealth Management PBC | 1,830 | $19,032.3 | $17,760.15 | -$1,272.15 | -6.68% |