| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BCA Bay Capital Advisors LLC Bay Capital Advisors LLC | 33,760 | $1.15M | $1.12M | -$25,757.45 | -2.25% |
| RFL Rossby Financial LLC Rossby Financial LLC | 81 | $2,750 | $2,685.96 | -$64.04 | -2.33% |
| DWM Dogwood Wealth Management LLC Dogwood Wealth Management LLC | 121 | $4,341.35 | $4,012.36 | -$328.99 | -7.58% |
| JCB John Ciaran Burns Universal-Beteiligungs- und Servicegesellschaft mbH | 12,915 | $441,856.15 | $428,261.4 | -$13,594.75 | -3.08% |
| AJM Adam J. Mehrer Wills Financial Group LLC | 7,960 | $266,977.7 | $263,953.6 | -$3,024.1 | -1.13% |
| WKW W. Kirk Wycoff Patriot Financial Partners GP II LP | 1.52M | $51.12M | $50.34M | -$774,253.08 | -1.51% |
| HIA HFM Investment Advisors LLC HFM Investment Advisors LLC | 4 | $137.5 | $132.64 | -$4.86 | -3.53% |