| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Adam Sappern Mbb Public Markets I LLC | 723 | $264,972.27 | $240,007.07 | -$24,965.2 | -9.42% |
Alexander Eichhorn Tanager Wealth Management LLP | 2,180 | $788,014.76 | $723,672.78 | -$64,341.98 | -8.17% |
| AB Andrew Blass Atlantic Private Wealth LLC | 315 | $119,315.35 | $104,567.4 | -$14,747.95 | -12.36% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 72,091 | $26.82M | $23.93M | -$2.89M | -10.78% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 3,843 | $1.28M | $1.28M | -$5,117 | -0.4% |
Janet Messer FRG Family Wealth Advisors LLC | 1,162 | $360,088.45 | $385,737.51 | $25,649.06 | 7.12% |
| DC Donie Carlson DMC Group LLC | 2,340 | $969,772.77 | $776,786.38 | -$192,986.39 | -19.9% |
Tracy Richards FIDELIS iM LLC | 1,669 | $614,528.18 | $554,041.22 | -$60,486.96 | -9.84% |
Bobby Adusumilli SJS Investment Consulting Inc. | 2,157 | $779,242.13 | $716,037.7 | -$63,204.43 | -8.11% |
Andrew J. Whalen Whalen Wealth Management Inc. | 2,788 | $955,432.17 | $925,504.45 | -$29,927.72 | -3.13% |
Kea Molnar Cromwell Holdings LLC | 3,047 | $1.05M | $1.01M | -$40,779.62 | -3.88% |
| MR Michael Ryan Whelan Financial | 1,105 | $404,781.27 | $366,815.79 | -$37,965.48 | -9.38% |
David Spratt Badgley Phelps Wealth Managers LLC | 86,970 | $29.18M | $28.87M | -$309,448.89 | -1.06% |
Stacey Madison VELA Investment Management LLC | 3,927 | $1.18M | $1.3M | $126,397.23 | 10.74% |
Jared McBride GoalFusion Wealth Management LLC | 1,263 | $439,037.32 | $419,265.47 | -$19,771.85 | -4.5% |
Christopher Moore Paralel Advisors LLC | 7,298 | $2.56M | $2.42M | -$133,261.06 | -5.21% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 574 | $202,438.31 | $202,007.82 | -$430.49 | -0.21% |
| JSA Jeffrey S. Arnold IMPACTfolio LLC | 680 | $275,529.2 | $225,732.79 | -$49,796.41 | -18.07% |
Ellen York T. Rowe Price Investment Management Inc. | 3,775 | $1.24M | $1.25M | $11,589.25 | 0.93% |
Nathan C. Goodman Family Investment Center Inc. | 1,547 | $490,348.85 | $513,542.1 | $23,193.25 | 4.73% |