| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
DAVID REICHERT Atlatl Advisers LLC | 95,737 | $4.27M | $3.63M | -$644,788.76 | -15.09% |
Lee Larson Everstar Asset Management, LLC | 4,883 | $154,009.49 | $184,992.45 | $30,982.96 | 20.12% |
| NCG Noah C Goldberg Jain Global LLC | 644,220 | $26.46M | $24.41M | -$2.06M | -7.78% |
| CCA City Center Advisors LLC City Center Advisors, LLC | 12,128 | $294,221.96 | $459,469.28 | $165,247.32 | 56.16% |
Carmen McClennon WR Wealth Planners, LLC | 5,143 | $109,377.45 | $194,585.4 | $85,207.95 | 77.9% |
| BCI Blue Capital Inc. Blue Capital, Inc. | 27,631 | $692,156.82 | $1.05M | $354,229.15 | 51.18% |
| NWW New Wave Wealth Advisors LLC NEW WAVE WEALTH ADVISORS LLC | 5,784 | $237,607.1 | $219,040.08 | -$18,567.02 | -7.81% |
Timonier Family Office Ltd. Timonier Family Office Ltd. | 12,084 | $444,812 | $457,198.14 | $12,386.14 | 2.78% |
Wealth Watch Advisors Inc. Wealth Watch Advisors Inc. | 123,129 | $4.77M | $4.66M | -$115,345.7 | -2.42% |
| AJP Aaron J. Plautz Principia Wealth Advisory LLC | 7,695 | $192,759.75 | $291,871.35 | $99,111.6 | 51.42% |
| PPH Pure Portfolios Holdings LLC Pure Portfolios Holdings LLC | 1.01M | $25.55M | $38.37M | $12.82M | 50.19% |
| OAS Optivise Advisory Services LLC Optivise Advisory Services LLC | 6,715 | $280,560.54 | $254,632.8 | -$25,927.74 | -9.24% |
| BPC Bearing Point Capital LLC Bearing Point Capital LLC | 5,007 | $205,688 | $190,641.52 | -$15,046.48 | -7.32% |
| MK Matthew Klein Matauro LLC | 74,611 | $1.88M | $2.84M | $960,057.86 | 51.05% |
Promus Capital LLC Promus Capital LLC | 18,712 | $675,550.24 | $711,802.61 | $36,252.37 | 5.37% |
| FG Fabian Guerra Guerra Advisors Inc. | 20 | $736 | $761.7 | $25.7 | 3.49% |
Bay Capital Advisors LLC Bay Capital Advisors LLC | 25,617 | $641,705.9 | $975,623.44 | $333,917.54 | 52.04% |
| GAG Geoffrey A. Grenert Sierra Legacy Group | 12,875 | $322,518.99 | $492,146.87 | $169,627.88 | 52.59% |
| EFI Elite Financial Inc. Elite Financial Inc. | 41,001 | $1.06M | $1.57M | $510,050.67 | 48.24% |
| BFF Byrne Financial Freedom LLC Byrne Financial Freedom LLC | 6,605 | $294,716 | $252,575.2 | -$42,140.8 | -14.3% |