| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DWM Dogwood Wealth Management LLC Dogwood Wealth Management LLC | 451 | $4,353.08 | $3,950.76 | -$402.32 | -9.24% |
| JCB John Ciaran Burns Universal-Beteiligungs- und Servicegesellschaft mbH | 41,271 | $427,069.63 | $361,533.96 | -$65,535.67 | -15.34% |
| RT Ruth Thortvedt Lighthouse Financial LLC | 20,300 | $250,096 | $177,828 | -$72,268 | -28.9% |
| AGI Ameriflex Group Inc. Ameriflex Group Inc. | 500 | $6,160 | $4,380 | -$1,780 | -28.9% |
| HIA HFM Investment Advisors LLC HFM Investment Advisors LLC | 7 | $69.77 | $61.32 | -$8.45 | -12.12% |
| JB Justin Boggs Optima Capital LLC | 200 | $2,084 | $1,752 | -$332 | -15.93% |
| CQS Credential Qtrade Securities Inc. Credential Qtrade Securities Inc. | 600 | $4,014 | $5,256 | $1,242 | 30.94% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 166 | $862 | $1,454.16 | $592.16 | 68.7% |
| PWA Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 300 | $1,557 | $2,628 | $1,071 | 68.79% |
| KFP Kerr Financial Planning Corp Kerr Financial Planning Corp | 125 | $1,540 | $1,095 | -$445 | -28.9% |