| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WWL Winnow Wealth LLC Winnow Wealth LLC | 3 | $894 | $535.5 | -$358.5 | -40.1% |
| BCM Boreal Capital Management LLC Boreal Capital Management LLC | 50 | $14,399 | $8,925 | -$5,474 | -38.02% |
| BM Bryce Maxwell Westerkirk Capital Inc. | 1,900 | $521,262 | $339,150 | -$182,112 | -34.94% |
| AAI ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 76,809 | $16.9M | $13.71M | -$3.19M | -18.86% |
| PWA Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 25 | $7,447.7 | $4,462.5 | -$2,985.2 | -40.08% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 5 | $1,116 | $892.5 | -$223.5 | -20.03% |
| KFP Kerr Financial Planning Corp Kerr Financial Planning Corp | 33 | $9,515 | $5,890.5 | -$3,624.5 | -38.09% |
| AW Adam Weisner Sherman Porfolios LLC | 13,403 | $2.99M | $2.39M | -$599,516.5 | -20.04% |
| SEG Stuart E. Greenfield Greenfield Seitz Capital Management LLC | 7,771 | $1.49M | $1.39M | -$100,545.25 | -6.76% |