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Tema Electrification Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 100,949 | $4.23M | $3.55M | -$681,402.14 | -16.11% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 718 | $24,584.32 | $25,230.52 | $646.2 | 2.63% |
| BR Bill Reuther SILVER OAK SECURITIES Inc.ORPORATED | 13,974 | $569,719.98 | $478,749.24 | -$90,970.74 | -15.97% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 6,160 | $210,918.4 | $213,074.4 | $2,156 | 1.02% |
 Michael Capobianco MWA Asset Management | 11,894 | $396,276.91 | $408,915.72 | $12,638.81 | 3.19% |
| JB Joel Blattner Avaii Wealth Management LLC | 219,907 | $7.8M | $7.62M | -$189,507.01 | -2.43% |
 Craig Kurth PCG Wealth Advisors LLC | 30,407 | $1.05M | $1.05M | $1,732.98 | 0.17% |
 Jaclyn Gilbert SAXON INTERESTS Inc. | 81,670 | $3.12M | $2.81M | -$305,530.15 | -9.8% |
| CF Cheryl Fluker Members Advisory Group LLC | 480,790 | $15.34M | $16.42M | $1.08M | 7.06% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 5,370 | $218,934.9 | $184,781.7 | -$34,153.2 | -15.6% |
 Daniel Bennett APS Management Group Inc. | 11,638 | $487,515.63 | $400,696.34 | -$86,819.29 | -17.81% |
 Matthew Heller Willner & Heller LLC | 8,547 | $348,461.19 | $296,068.08 | -$52,393.11 | -15.04% |
 Jeffrey Gilbert Balboa Wealth Partners | 25,003 | $1.02M | $857,352.87 | -$162,019.44 | -15.89% |
| JG John Ginter Callan Family Office LLC | 11,700 | $490,113 | $401,427 | -$88,686 | -18.1% |
 Jessica Thayer Unique Wealth LLC | 15,068 | $631,199 | $518,791.24 | -$112,407.76 | -17.81% |
 Moises Valladares Insigneo Advisory Services LLC | 7,473 | $264,022.85 | $255,613.96 | -$8,408.89 | -3.18% |
| CWL Channel Wealth LLC Channel Wealth LLC | 51,698 | $2.17M | $1.78M | -$381,014.04 | -17.59% |
 Jane Bortnem Cherry Tree Wealth Management, LLC | 329 | $9,517 | $11,380.11 | $1,863.11 | 19.58% |
 Alicia Fuschak Avid Wealth Partners LLC | 190,962 | $8M | $6.56M | -$1.44M | -18% |
 Christopher C. Powers Farther Finance Advisors, LLC | 5,371 | $189,361.29 | $188,736.94 | -$624.35 | -0.33% |
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