| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RAS Robert A. Saperstein Guggenheim Capital LLC | 50,659 | $762,924.54 | $693,521.71 | -$69,402.83 | -9.1% |
| BO Brian Oliveira Clear Street Group Inc. | 4,353 | $67,428 | $59,288.3 | -$8,139.7 | -12.07% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 452 | $6,482.33 | $6,216.76 | -$265.57 | -4.1% |
David Bach River Street Advisors LLC | 20,593 | $293,548 | $284,389.33 | -$9,158.67 | -3.12% |
Jill Batley Gateway Wealth Partners LLC | 53,143 | $800,333.5 | $725,401.95 | -$74,931.55 | -9.36% |
Courtney Haddad Concurrent Investment Advisors, LLC | 41,120 | $615,724.62 | $562,932.8 | -$52,791.82 | -8.57% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 250 | $3,655 | $3,417.5 | -$237.5 | -6.5% |
| DN Daniel Newman Noble Wealth Management PBC | 2,818 | $42,439.39 | $38,578.42 | -$3,860.97 | -9.1% |