| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EPI Evelyn Partners Investment Management Services Ltd. Evelyn Partners Investment Management Services Ltd. | 34,423 | $1.62M | $1.34M | -$270,601.22 | -16.75% |
Evelyn Partners Asset Management Ltd. Evelyn Partners Asset Management Ltd. | 181,592 | $8.63M | $7.09M | -$1.54M | -17.81% |
| RM Rich Mowrer Brookwood Investment Group LLC | 95,901 | $4.13M | $3.75M | -$381,139.16 | -9.23% |
Nicole Reese WPG Advisers LLC | 203 | $8,871 | $8,706.67 | -$164.33 | -1.85% |
| AS Aryn Sands GK Wealth Management LLC | 24,893 | $1.09M | $972,569.51 | -$115,250.49 | -10.59% |
Harvey E. Hutchinson IV Hutchinson Financial Advisors Inc. | 13,539 | $525,449 | $528,968.73 | $3,519.73 | 0.67% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 4,704 | $220,850.04 | $183,785.28 | -$37,064.76 | -16.78% |
Gassan Kassira Kassira Wealth Management LLC | 5,132 | $244,507.63 | $230,272.84 | -$14,234.79 | -5.82% |