| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel L. Lippincott Karpus Management Inc. | 254,285 | $3.44M | $2.97M | -$467,524.27 | -13.6% |
| RAS Robert A. Saperstein Guggenheim Capital LLC | 114,512 | $1.45M | $1.35M | -$100,770.56 | -6.96% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 467,361 | $6.27M | $5.43M | -$836,648.76 | -13.35% |
David Bach River Street Advisors LLC | 28,566 | $361,075 | $331,936.92 | -$29,138.08 | -8.07% |
Jill Batley Gateway Wealth Partners LLC | 177,106 | $2.24M | $2.08M | -$163,628.83 | -7.3% |
| PIL PFG Investments LLC PFG Investments LLC | 10,300 | $134,204.74 | $119,480 | -$14,724.74 | -10.97% |
Courtney Haddad Concurrent Investment Advisors, LLC | 64,275 | $853,045.16 | $756,516.75 | -$96,528.41 | -11.32% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 840,046 | $11.09M | $9.75M | -$1.33M | -12.04% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 700 | $9,135 | $8,134 | -$1,001 | -10.96% |
| IAL IFC Advisors LLC IFC Advisors LLC | 66,008 | $870,589.23 | $767,673.04 | -$102,916.19 | -11.82% |
| DN Daniel Newman Noble Wealth Management PBC | 74,103 | $971,748.54 | $870,710.25 | -$101,038.29 | -10.4% |
Cole Dimond Caliber Wealth Management LLC / KS | 12,000 | $161,040 | $140,160 | -$20,880 | -12.97% |
Nicole Reese WPG Advisers LLC | 266 | $3,365.91 | $3,088.26 | -$277.65 | -8.25% |