| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Robert Santos Arrowroot Family Office, LLC | 12,676 | $642,293 | $508,434.36 | -$133,858.64 | -20.84% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 945 | $47,883 | $37,809.45 | -$10,073.55 | -21.04% |
Adam Stalnaker Rockport Wealth LLC | 111,741 | $4.63M | $4.47M | -$163,174.21 | -3.52% |
DAVID REICHERT Atlatl Advisers LLC | 1,558 | $78,944 | $61,400.78 | -$17,543.22 | -22.22% |
Samantha Cox Capital Investment Counsel, LLC | 10,937 | $507,272.33 | $433,323.94 | -$73,948.39 | -14.58% |
Wealth Watch Advisors Inc. Wealth Watch Advisors Inc. | 7,845 | $397,506 | $314,035.35 | -$83,470.65 | -21% |
Yuen Man Lee Persistent Asset Partners Ltd. | 1,536 | $77,829 | $60,288 | -$17,541 | -22.54% |
Maridea Wealth Management LLC Maridea Wealth Management LLC | 3,997 | $202,528 | $157,401.86 | -$45,126.14 | -22.28% |
Copia Wealth Management Copia Wealth Management | 72 | $2,601.21 | $2,838.06 | $236.85 | 9.11% |
| AS Aryn Sands GK Wealth Management LLC | 1,040 | $44,022 | $42,369.6 | -$1,652.4 | -3.75% |
Caldwell Trust Co Caldwell Trust Co | 200 | $10,134 | $7,830 | -$2,304 | -22.74% |