| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jennifer Grunberg Allspring Global Investments Holdings LLC | 187,038 | $13.74M | $13.24M | -$497,557.08 | -3.62% |
Andrew Endelman Independent Wealth Network Inc. | 32,045 | $2.33M | $2.27M | -$62,757.88 | -2.69% |
Alexander Eichhorn Tanager Wealth Management LLP | 106,623 | $7.7M | $7.56M | -$138,863.17 | -1.8% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 18,376 | $1.36M | $1.3M | -$60,815.68 | -4.47% |
| DC Donie Carlson DMC Group LLC | 7,342 | $538,976.22 | $519,813.6 | -$19,162.62 | -3.56% |
Tracy Richards FIDELIS iM LLC | 150,984 | $11.13M | $10.69M | -$436,235.78 | -3.92% |
Bobby Adusumilli SJS Investment Consulting Inc. | 20,216 | $1.46M | $1.43M | -$31,415.5 | -2.15% |
| MR Michael Ryan Whelan Financial | 223,927 | $18.4M | $15.86M | -$2.54M | -13.78% |
David Spratt Badgley Phelps Wealth Managers LLC | 3,915 | $287,400.15 | $276,849.22 | -$10,550.93 | -3.67% |
Jared McBride GoalFusion Wealth Management LLC | 99,469 | $7.19M | $7.04M | -$145,067.08 | -2.02% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 6,801 | $547,619.94 | $481,986.87 | -$65,633.07 | -11.99% |
| RE Rod Ehrlich Wayfinding Financial LLC | 9,019 | $662,324.39 | $638,983.52 | -$23,340.87 | -3.52% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 48,821 | $3.76M | $3.45M | -$305,802.76 | -8.13% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 64,357 | $4.7M | $4.56M | -$147,797.57 | -3.14% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1.54M | $113.62M | $108.13M | -$5.49M | -4.83% |
Matthew B. Boersen Straight Path Wealth Management | 64,077 | $4.71M | $4.54M | -$169,094.07 | -3.59% |
William Reid Culp III TAGStone Capital Inc. | 4,346 | $320,039.44 | $308,164.86 | -$11,874.58 | -3.71% |
Scott Ungar BlackDiamond Wealth Management LLC | 2,948 | $216,925.54 | $209,013.2 | -$7,912.34 | -3.65% |
| LMM Lynn M. Magnus Long Run Wealth Advisors LLC | 15,509 | $1.12M | $1.1M | -$22,585.36 | -2.02% |
| HC Harry Cowley Stonegate Investment Group LLC | 4,305 | $310,612.57 | $304,425.92 | -$6,186.65 | -1.99% |