| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jordan Grabowski Alpha Zero LLC | 1,946 | $271,331 | $249,769.1 | -$21,561.9 | -7.95% |
Heydon Traub Traub Capital Management LLC | 1,827 | $249,242.38 | $237,637.89 | -$11,604.49 | -4.66% |
Winnow Wealth LLC Winnow Wealth LLC | 5,291 | $713,298.33 | $679,258.58 | -$34,039.75 | -4.77% |
Erik Bonnett Tripletail Wealth Management LLC | 88 | $11,619.52 | $11,524.04 | -$95.48 | -0.82% |
Molly Wheeler Burk Holdings LLC | 438 | $68,017.04 | $57,329.82 | -$10,687.22 | -15.71% |
Adam Scott Argyle Capital Partners LLC | 2,426 | $339,375.06 | $315,477.04 | -$23,898.02 | -7.04% |
Boreal Capital Management LLC Boreal Capital Management LLC | 515 | $68,000.58 | $67,387.75 | -$612.83 | -0.9% |
Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 185 | $27,465.26 | $24,225.75 | -$3,239.51 | -11.79% |
Caldwell Trust Co Caldwell Trust Co | 28,259 | $4.14M | $3.71M | -$430,883.43 | -10.41% |
Bryce Maxwell Westerkirk Capital Inc. | 12,747 | $1.69M | $1.67M | -$13,577.19 | -0.81% |
ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 173,167 | $26M | $22.66M | -$3.35M | -12.87% |
| CCM Cobler Capital Management LLC Cobler Capital Management LLC | 2,256 | $297,882.22 | $296,641.44 | -$1,240.78 | -0.42% |
Landon Marsh Scott Marsh Financial LLC | 1,736 | $229,108 | $227,728.48 | -$1,379.52 | -0.6% |
Gibbs Wealth Management Gibbs Wealth Management | 12,572 | $2.06M | $1.65M | -$408,325.29 | -19.86% |
First International Bank of Israel Ltd. First International Bank of Israel Ltd. | 23,178 | $3.32M | $3.02M | -$302,330.7 | -9.11% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 3,703 | $538,940.38 | $485,315.18 | -$53,625.2 | -9.95% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 440 | $69,630.23 | $57,574 | -$12,056.23 | -17.31% |
Rexford Capital Inc. Rexford Capital Inc. | 3,193 | $432,123.7 | $418,394.75 | -$13,728.95 | -3.18% |
Birch Financial Group LLC Birch Financial Group LLC | 2,710 | $398,649.63 | $353,627.9 | -$45,021.73 | -11.29% |
Base Wealth Management LLC Base Wealth Management LLC | 5,161 | $773,840.24 | $672,117.03 | -$101,723.21 | -13.15% |