| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MSC McElhenny Sheffield Capital Management LLC McElhenny Sheffield Capital Management LLC | 12,587 | $1.42M | $1.27M | -$149,188.92 | -10.53% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 3,996 | $481,542.22 | $402,317.28 | -$79,224.94 | -16.45% |
| EW Enzi Wealth Enzi Wealth | 2,754 | $270,404.31 | $277,272.72 | $6,868.41 | 2.54% |
| BFI BROGAN FINANCIAL Inc. BROGAN FINANCIAL Inc. | 3,066 | $341,829.35 | $308,684.88 | -$33,144.47 | -9.7% |
Brian Baylis Bell Investment Advisors Inc. | 2,178 | $255,612.87 | $219,281.04 | -$36,331.83 | -14.21% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 12,136 | $1.48M | $1.22M | -$262,977.07 | -17.71% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 468,676 | $56.34M | $47.19M | -$9.15M | -16.24% |
| MD Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 524 | $71,269.24 | $52,756.32 | -$18,512.92 | -25.98% |
Andrew Endelman Independent Wealth Network Inc. | 2,381 | $251,279.07 | $239,719.08 | -$11,559.99 | -4.6% |
Larry Herold Herold Advisors Inc. | 12,502 | $1.33M | $1.26M | -$67,053.74 | -5.06% |
Alexander Eichhorn Tanager Wealth Management LLP | 3,359 | $379,656.93 | $338,184.12 | -$41,472.81 | -10.92% |
| AB Andrew Blass Atlantic Private Wealth LLC | 300 | $34,203 | $30,204 | -$3,999 | -11.69% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 56,945 | $6.35M | $5.73M | -$618,334.24 | -9.74% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 3,371 | $373,356.38 | $339,392.28 | -$33,964.1 | -9.1% |
| JM Janet Messer FRG Family Wealth Advisors LLC | 15,337 | $1.49M | $1.54M | $58,740.71 | 3.95% |
| DC Donie Carlson DMC Group LLC | 3,033 | $401,118.86 | $305,362.44 | -$95,756.42 | -23.87% |
| SIM Studio Investment Management LLC Studio Investment Management LLC | 4,926 | $539,003.28 | $495,949.68 | -$43,053.6 | -7.99% |
Bobby Adusumilli SJS Investment Consulting Inc. | 2,960 | $386,905.07 | $298,012.8 | -$88,892.27 | -22.98% |
Andrew J. Whalen Whalen Wealth Management Inc. | 5,488 | $687,612.86 | $552,531.84 | -$135,081.02 | -19.64% |
Kea Molnar Cromwell Holdings LLC | 2,668 | $278,786.28 | $268,614.24 | -$10,172.04 | -3.65% |