| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bradley Wilson Crews Bank & Trust | 16,985 | $2.53M | $2.41M | -$123,141.71 | -4.87% |
SummitTX Capital LP SummitTX Capital LP | 23,725 | $3.81M | $3.37M | -$432,615.22 | -11.37% |
| RN Ron New Whipplewood Advisors LLC | 126 | $19,859.5 | $17,912.16 | -$1,947.34 | -9.81% |
| JB Joshalyn Baca TigerOak Management LLC | 8,391 | $1.28M | $1.2M | -$86,376.75 | -6.73% |
Cache Advisors LLC Cache Advisors LLC | 3,615 | $609,055 | $505,991.55 | -$103,063.45 | -16.92% |
George Hall II One8Zero8 LLC | 1,790 | $268,480.09 | $254,466.4 | -$14,013.69 | -5.22% |
| TS Thomas Stadum Fjell Capital LLC | 8,697 | $1.34M | $1.22M | -$121,920.27 | -9.11% |
| AJG Andrew J. Gilbert Keystone Financial Group Inc. | 877 | $133,629.59 | $124,674.32 | -$8,955.27 | -6.7% |
| SK Samira Kadam Synergy Investment Management LLC | 18 | $2,831 | $2,546.82 | -$284.18 | -10.04% |
| JS Joseph Shenton Permanent Capital Management LP | 2,177 | $306,470.36 | $308,023.73 | $1,553.37 | 0.51% |
Bryan Molinar Atlas Legacy Advisors LLC | 3,852 | $584,582.95 | $545,019.48 | -$39,563.47 | -6.77% |
Crux Wealth Advisors Crux Wealth Advisors | 5,198 | $806,798.28 | $735,465.02 | -$71,333.26 | -8.84% |
| BM Berkeley Meredith Hughes Financial Services LLC | 141 | $23,815.17 | $19,935.99 | -$3,879.18 | -16.29% |
Promus Capital LLC Promus Capital LLC | 8,828 | $1.39M | $1.25M | -$143,954.74 | -10.33% |
Burling Wealth Partners LLC Burling Wealth Partners LLC | 13,359 | $1.99M | $1.89M | -$102,697.08 | -5.16% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 9,225 | $1.48M | $1.29M | -$188,003.17 | -12.73% |
| AWL Alteri Wealth LLC Alteri Wealth LLC | 2,713 | $424,671.47 | $383,591.07 | -$41,080.4 | -9.67% |
| DN Daniel Newman Noble Wealth Management PBC | 12 | $1,788 | $1,696.68 | -$91.32 | -5.11% |
| MDR Michael D. Richards Jr. Capital A Wealth Management LLC | 261 | $47,851.2 | $36,902.79 | -$10,948.41 | -22.88% |
| FG Fabian Guerra Guerra Advisors Inc. | 32 | $5,407 | $4,524.48 | -$882.52 | -16.32% |