| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Neil Azous Rareview Capital LLC | 420,186 | $4.4M | $4.19M | -$207,978.29 | -4.73% |
| SLB Susan L. Bloom Kentucky Trust Co | 2,718 | $28,430 | $27,098.46 | -$1,331.54 | -4.68% |
| AWL Alteri Wealth LLC Alteri Wealth LLC | 52,262 | $552,116.42 | $521,052.14 | -$31,064.28 | -5.63% |
| DN Daniel Newman Noble Wealth Management PBC | 52,533 | $535,121.7 | $523,754.01 | -$11,367.69 | -2.12% |
Northstar Financial Companies Inc. Northstar Financial Companies Inc. | 13,004 | $131,336 | $129,649.88 | -$1,686.12 | -1.28% |
Nicole Reese WPG Advisers LLC | 6,503 | $68,350.53 | $64,834.91 | -$3,515.62 | -5.14% |
Benjamin S. Smith Smith Asset Management Co LLC | 273,343 | $2.86M | $2.73M | -$133,976.39 | -4.69% |
| CTC Caldwell Trust Co Caldwell Trust Co | 1,049 | $11,361 | $10,458.53 | -$902.47 | -7.94% |