| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Scott Arwin Ring Mountain Capital LLC | 1,596 | $433,343.95 | $232,186.08 | -$201,157.87 | -46.42% |
Elizabeth Arce Sovran Advisors LLC | 15,674 | $2.31M | $2.04M | -$270,219.76 | -11.72% |
Westmount Partners LLC Westmount Partners LLC | 19,689 | $1.81M | $2.56M | $743,321.54 | 40.98% |
| EJK Edward J. King Graney & King LLC | 229 | $33,689.3 | $33,649.26 | -$40.04 | -0.12% |
| JB Jeff Burrow Sierra Ocean LLC | 1,983 | $330,472.64 | $291,382.02 | -$39,090.62 | -11.83% |
| RMB Robert M. Bonine Lifelong Wealth Advisors Inc. | 34,407 | $5.73M | $4.47M | -$1.26M | -22.05% |
| MP Megan Parrish Berkeley Inc. | 1,757 | $146,250.01 | $228,181.59 | $81,931.58 | 56.02% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 154 | $24,797.7 | $19,999.98 | -$4,797.72 | -19.35% |
Bradley Wilson Crews Bank & Trust | 9,167 | $1.53M | $1.19M | -$337,070.66 | -22.07% |
| PW Potentia Wealth Potentia Wealth | 5,220 | $868,044.56 | $800,121.6 | -$67,922.96 | -7.82% |
GKV Capital Management Co. Inc. GKV Capital Management Co. Inc. | 2,800 | $391,467.97 | $363,636 | -$27,831.97 | -7.11% |
Camaron Barta BXM Wealth LLC | 8,380 | $1.57M | $1.09M | -$484,204.02 | -30.79% |
| WAL Wilmar Advisors LLC Wilmar Advisors LLC | 2,000 | $519,315 | $306,560 | -$212,755 | -40.97% |
| RN Ron New Whipplewood Advisors LLC | 1,268 | $203,987.8 | $164,675.16 | -$39,312.64 | -19.27% |
| JB Joshalyn Baca TigerOak Management LLC | 1,585 | $377,697.22 | $230,585.8 | -$147,111.42 | -38.95% |
| BBD BLI - Banque de Luxembourg Investments BLI - Banque de Luxembourg Investments | 300 | $42,181.81 | $44,082 | $1,900.19 | 4.5% |
| TM Terry McHugh McHugh Group LLC | 6,099 | $1.02M | $792,077.13 | -$224,169.47 | -22.06% |
| PBS P. Brian Saxton Saiph Capital LLC | 8,265 | $1.21M | $1.07M | -$137,860.45 | -11.38% |
| FFS Flavin Financial Services Inc. Flavin Financial Services Inc. | 18,455 | $3.21M | $2.83M | -$376,849.36 | -11.76% |
| MK Matthew Klein Matauro LLC | 23,360 | $4.63M | $3.03M | -$1.6M | -34.46% |