| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 10,000 | $64,499.75 | $44,850 | -$19,649.75 | -30.46% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,330 | $13,191.03 | $5,998.3 | -$7,192.73 | -54.53% |
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 703 | $4,194.47 | $3,156.47 | -$1,038 | -24.75% |
| BG Bart Gancher Intech Investment Management LLC | 15,813 | $151,508.08 | $71,316.63 | -$80,191.45 | -52.93% |
Anthony Scaramucci SkyBridge Capital II LLC | 16,719 | $88,444 | $75,273.95 | -$13,170.05 | -14.89% |
Jeff Ameen Spire Wealth Management | 2,000 | $18,800 | $9,070 | -$9,730 | -51.76% |
Joseph Castro Nuveen LLC | 141,155 | $1.45M | $638,726.37 | -$816,023.96 | -56.09% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 9,800 | $164,840 | $44,149 | -$120,691 | -73.22% |
Bill McVay Red Tortoise LLC | 654 | $2,969.16 | $2,965.89 | -$3.27 | -0.11% |
Michael Byun SageView Advisory Group LLC | 20 | $91 | $91.3 | $0.3 | 0.33% |
| TK Taro Kuriyama Axq Capita LLP | 36,643 | $166,359.57 | $167,275.29 | $915.72 | 0.55% |
Amanda Hawley Atria Wealth Solutions Inc. | 35,319 | $416,515.31 | $164,939.73 | -$251,575.58 | -60.4% |
| DP Drew Phillips Fortitude Family Office LLC | 104 | $472 | $486.72 | $14.72 | 3.12% |
Kevin Kroskey True Wealth Design LLC | 373 | $1,918.01 | $1,741.91 | -$176.1 | -9.18% |
| LAM Lakewood Asset Management LLC Lakewood Asset Management LLC | 104,658 | $1.4M | $488,752.86 | -$913,185.17 | -65.14% |
Alexandra Stickelman Root Financial Partners, LLC | 393 | $2,079 | $1,835.31 | -$243.69 | -11.72% |
Christopher C. Powers Farther Finance Advisors, LLC | 452 | $2,440.71 | $2,110.84 | -$329.87 | -13.52% |
Jae Cho Marex Group plc | 52,500 | $243,975 | $245,175 | $1,200 | 0.49% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,000 | $4,740 | $4,680 | -$60 | -1.27% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 1,000 | $15,930 | $4,670 | -$11,260 | -70.68% |