| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SR Spencer Rand Five Oceans Advisors | 1,170 | $208,148 | $219,515.4 | $11,367.4 | 5.46% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 4,452 | $773,662.14 | $835,284.24 | $61,622.1 | 7.96% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 587 | $129,624.46 | $110,051.76 | -$19,572.7 | -15.1% |
Kimberly Cappellano Private Wealth Asset Management LLC | 379 | $99,155.69 | $71,284.21 | -$27,871.48 | -28.11% |
| SE Sima Elimelech Activest Wealth Management | 724 | $147,000.96 | $135,836.88 | -$11,164.08 | -7.59% |
Brian Baylis Bell Investment Advisors Inc. | 394 | $60,546.73 | $73,867.79 | $13,321.06 | 22% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 24,041 | $3.96M | $4.49M | $527,536.07 | 13.32% |
Andrew Endelman Independent Wealth Network Inc. | 1,100 | $245,470.86 | $206,893.5 | -$38,577.36 | -15.72% |
Larry Herold Herold Advisors Inc. | 4,440 | $827,261.11 | $835,097.4 | $7,836.29 | 0.95% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 56,492 | $11.47M | $10.6M | -$871,106.64 | -7.59% |
| DC Donie Carlson DMC Group LLC | 1,000 | $239,380 | $188,085 | -$51,295 | -21.43% |
Bobby Adusumilli SJS Investment Consulting Inc. | 102 | $20,710.08 | $19,045.44 | -$1,664.64 | -8.04% |
Andrew J. Whalen Whalen Wealth Management Inc. | 1,641 | $344,659 | $308,647.48 | -$36,011.52 | -10.45% |
Jenell Wunsch Sora Investors LLC | 107,147 | $22.5M | $20.15M | -$2.35M | -10.45% |
Kea Molnar Cromwell Holdings LLC | 1,870 | $329,457 | $359,227 | $29,770 | 9.04% |
| DS David Spratt Badgley Phelps Wealth Managers LLC | 45,179 | $10.2M | $8.47M | -$1.73M | -16.98% |
| DH Dinan Hu R Squared Ltd | 1,167 | $236,947.62 | $218,791.14 | -$18,156.48 | -7.66% |
| RF Rekah Franca Catalyst Funds Management Pty Ltd. | 11,187 | $2.35M | $2.1M | -$252,248.22 | -10.74% |
Lindsay Voak Greenland Capital Management LP | 30,061 | $6.56M | $5.64M | -$923,073.49 | -14.07% |
| VIA Vickerman Investment Advisors Inc. Vickerman Investment Advisors Inc. | 12,982 | $1.86M | $2.43M | $577,189.3 | 31.09% |