| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Neil Azous Rareview Capital LLC | 420,186 | $4.4M | $3.94M | -$453,787.1 | -10.32% |
| SLB Susan L. Bloom Kentucky Trust Co | 2,718 | $28,430 | $25,630.74 | -$2,799.26 | -9.85% |
| AWL Alteri Wealth LLC Alteri Wealth LLC | 52,262 | $552,116.42 | $494,659.83 | -$57,456.59 | -10.41% |
| DN Daniel Newman Noble Wealth Management PBC | 37,533 | $381,303.04 | $354,123.85 | -$27,179.19 | -7.13% |
Northstar Financial Companies Inc. Northstar Financial Companies Inc. | 13,004 | $131,336 | $122,757.76 | -$8,578.24 | -6.53% |
Nicole Reese WPG Advisers LLC | 6,503 | $68,350.53 | $61,323.29 | -$7,027.24 | -10.28% |
Benjamin S. Smith Smith Asset Management Co LLC | 273,343 | $2.86M | $2.57M | -$285,681.76 | -9.99% |
Caldwell Trust Co Caldwell Trust Co | 525 | $5,685.92 | $4,956 | -$729.92 | -12.84% |