| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 557 | $40,977.12 | $28,295.6 | -$12,681.52 | -30.95% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 132 | $7,721 | $6,705.6 | -$1,015.4 | -13.15% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 21 | $1,320.01 | $1,066.8 | -$253.21 | -19.18% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 9,247 | $839,242.64 | $469,747.6 | -$369,495.04 | -44.03% |
| WL Wealthcollab LLC WealthCollab, LLC | 90 | $4,965 | $4,572 | -$393 | -7.92% |
| HAS Hayley A. Snell LRI Investments, LLC | 119 | $6,810.94 | $6,045.2 | -$765.74 | -11.24% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 117 | $5,961.27 | $5,943.6 | -$17.67 | -0.3% |
Generali Investments CEE investicni spolecnost a.s. Generali Investments CEE investicni spolecnost a.s. | 5,500 | $238,480.1 | $279,400 | $40,919.9 | 17.16% |
| DN Daniel Newman Noble Wealth Management PBC | 29 | $1,490 | $1,475.23 | -$14.77 | -0.99% |
| RFL Rossby Financial LLC Rossby Financial LLC | 17 | $936.88 | $870.48 | -$66.4 | -7.09% |