| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AKW Adriel Kuan Wui Loh OVERSEA-CHINESE BANKING Corp Ltd | 2,105 | $742,812 | $579,611.77 | -$163,200.23 | -21.97% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 4,871 | $1.52M | $1.4M | -$125,067.12 | -8.22% |
| CD Charlie Durham Sterling Capital Management LLC | 1,009 | $359,970.83 | $277,828.16 | -$82,142.67 | -22.82% |
| JM John Malone Amundi | 993,712 | $348.63M | $285M | -$63.64M | -18.25% |
Chilton Investment Chilton Investment Co Inc. | 1,186 | $421,359.79 | $343,791.75 | -$77,568.04 | -18.41% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 7,395 | $2.42M | $2.12M | -$301,785.08 | -12.46% |
Bridgewater Associates LP Bridgewater Associates LP | 15,663 | $5.33M | $4.51M | -$819,107.34 | -15.38% |
| YA Yinka Akinsola Blue Trust Inc. | 1,476 | $507,386.87 | $406,416.61 | -$100,970.26 | -19.9% |
Jeff Ameen Spire Wealth Management | 503 | $162,267.28 | $144,260.4 | -$18,006.88 | -11.1% |
Michelle Dubey Yousif Capital Management LLC | 22,100 | $6.93M | $6.34M | -$592,833.88 | -8.55% |
Jennifer Easley Gitterman Wealth Management LLC | 622 | $223,397.52 | $180,370.67 | -$43,026.85 | -19.26% |
Kyle P. Smith NewEdge Wealth LLC | 5,982 | $2.11M | $1.72M | -$394,064.25 | -18.67% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 1,623 | $531,347.43 | $469,688.08 | -$61,659.35 | -11.6% |
Derek Batts Union Heritage Capital LLC | 9,967 | $2.52M | $2.87M | $354,370.7 | 14.07% |
Jessica Clark Caerus Investment Advisors LLC | 1,169 | $379,851.35 | $338,869.72 | -$40,981.63 | -10.79% |
Ben Rothwell Keystone Financial Services | 1,588 | $513,777.49 | $460,496.18 | -$53,281.31 | -10.37% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 4,503 | $1.46M | $1.29M | -$166,827.21 | -11.43% |
Kasey Fegan Corsicana & Co. | 8 | $2,852.64 | $2,318.08 | -$534.56 | -18.74% |
| YL Yosef Levy Y.D. More Investments Ltd. | 137 | $50,682.33 | $39,629.99 | -$11,052.34 | -21.81% |
| TCL Therese C.D. Linden Bank of New Hampshire | 45 | $14,731.63 | $13,019.17 | -$1,712.46 | -11.62% |