| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
VestGen Advisors LLC VestGen Advisors LLC | 2,293 | $605,979.73 | $494,324.94 | -$111,654.79 | -18.43% |
Aaron Byrd Inkwell Capital LLC | 15,708 | $3.11M | $3.42M | $302,300.38 | 9.71% |
Tony Edwards BankPlus Wealth Management LLC | 3,885 | $928,599.64 | $835,022.47 | -$93,577.17 | -10.08% |
| CAL Caxton Associates LLP Caxton Associates LLP | 4,851 | $1.26M | $1.05M | -$216,774.23 | -17.15% |
Bradley Wilson Crews Bank & Trust | 303 | $72,602 | $65,346.49 | -$7,255.51 | -9.99% |
SummitTX Capital LP SummitTX Capital LP | 5,546 | $1.21M | $1.2M | -$9,539.42 | -0.79% |
| BBD BLI - Banque de Luxembourg Investments BLI - Banque de Luxembourg Investments | 25,200 | $5.68M | $5.43M | -$242,426.13 | -4.27% |
| TM Terry McHugh McHugh Group LLC | 8,200 | $2.01M | $1.78M | -$233,446.87 | -11.61% |
| IAL IFC Advisors LLC IFC Advisors LLC | 2,714 | $538,023.39 | $588,286.64 | $50,263.25 | 9.34% |
| FLP Financial Life Planners Financial Life Planners | 215 | $42,613 | $46,330.35 | $3,717.35 | 8.72% |
| KH Kyle Hammerschmidt MOKAN Wealth Management Inc. | 5,097 | $1.11M | $1.1M | -$11,995.82 | -1.08% |
Samira Kadam Synergy Investment Management LLC | 40 | $7,880.85 | $8,623.2 | $742.35 | 9.42% |
| JS Joseph Shenton Permanent Capital Management LP | 2,888 | $657,655.58 | $629,006.4 | -$28,649.18 | -4.36% |
Heather LeVar Roxbury Financial LLC | 228 | $54,223.77 | $49,024.56 | -$5,199.21 | -9.59% |
| CW Chung Wu Chung Wu Investment Group LLC | 70 | $17,307.86 | $15,115.45 | -$2,192.41 | -12.67% |
| BM Berkeley Meredith Hughes Financial Services LLC | 94 | $22,774.66 | $20,092.5 | -$2,682.16 | -11.78% |
| JA Jonathan Ameen Impact Capital Partners LLC | 2,023 | $484,731.17 | $436,836.5 | -$47,894.67 | -9.88% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 567 | $128,131.59 | $121,196.25 | -$6,935.34 | -5.41% |
| AWL Alteri Wealth LLC Alteri Wealth LLC | 2,887 | $687,522.42 | $623,259.99 | -$64,262.43 | -9.35% |
| DN Daniel Newman Noble Wealth Management PBC | 6 | $1,311 | $1,304.91 | -$6.09 | -0.46% |