| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
CliftonLarsonAllen Wealth Advisors CliftonLarsonAllen Wealth Advisors LLC | 14,382 | $714,067 | $542,201.4 | -$171,865.6 | -24.07% |
Point72 Asset Management LP Point72 Asset Management LP | 47,000 | $1.81M | $1.77M | -$32,430 | -1.8% |
Austin Private Wealth Austin Private Wealth LLC | 1,946 | $101.59 | $73,422.58 | $73,320.99 | 72,173.43% |
SkyOak Wealth SkyOak Wealth LLC | 59,076 | $1.58M | $2.23M | $646,635.14 | 40.91% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 74,165 | $3.06M | $2.8M | -$267,084.93 | -8.72% |
| DR Daniel Russell Naviter Wealth LLC | 6,985 | $327,456.31 | $263,474.2 | -$63,982.11 | -19.54% |
| RR rosemary richard WCG Wealth Advisors LLC | 26,346 | $1.31M | $991,663.44 | -$319,174.67 | -24.35% |
| YA Yinka Akinsola Blue Trust Inc. | 8,142 | $380,838.34 | $307,279.08 | -$73,559.26 | -19.32% |
| JA Jeff Ameen Spire Wealth Management | 11,201 | $721,154.2 | $422,725.74 | -$298,428.46 | -41.38% |
| DW Drew Waldron Canvas Wealth Advisors LLC | 4,065 | $201,827.25 | $153,331.8 | -$48,495.45 | -24.03% |
| DB Daren Blonski Fermata Advisors LLC | 17,271 | $942,127.62 | $651,634.83 | -$290,492.79 | -30.83% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 4,331 | $229,774.56 | $163,365.32 | -$66,409.24 | -28.9% |
| LWL Lauer Wealth LLC Lauer Wealth LLC | 66,824 | $3.32M | $2.52M | -$800,583.41 | -24.11% |
| JK Jason Kaplan Howard Capital Management Group LLC | 25,790 | $1.3M | $972,540.9 | -$330,326.34 | -25.35% |
| JN John Nowicki LCM Capital Management Inc. | 5,880 | $294,394.8 | $221,734.8 | -$72,660 | -24.68% |
| KPS Kyle P. Smith NewEdge Wealth LLC | 210,952 | $10.47M | $7.96M | -$2.51M | -23.97% |
| JL John Ledford FWG Holdings LLC | 6,510 | $409,858.47 | $245,752.5 | -$164,105.97 | -40.04% |
| BR Ben Rothwell Keystone Financial Services | 5,284 | $316,720.3 | $199,312.48 | -$117,407.82 | -37.07% |
| DM Dipen Mehta Invst LLC | 23,746 | $1.23M | $895,936.58 | -$337,413.28 | -27.36% |
| JY Jeffery Yorg Focus Partners Advisor Solutions LLC | 97,116 | $4.17M | $3.67M | -$506,986.8 | -12.15% |