| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JSD Jeffrey S. Dabbs Kercheville Advisors LLC | 4,972 | $1.37M | $1.2M | -$163,504.6 | -11.95% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 187,914 | $53.48M | $45.57M | -$7.91M | -14.79% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 76 | $22,183.06 | $18,430 | -$3,753.06 | -16.92% |
Larry Herold Herold Advisors Inc. | 4,945 | $1.24M | $1.2M | -$40,505.74 | -3.26% |
Alexander Eichhorn Tanager Wealth Management LLP | 1,232 | $383,261.02 | $299,474.56 | -$83,786.46 | -21.86% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 6,312 | $1.74M | $1.53M | -$201,156.98 | -11.59% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 4,506 | $1.28M | $1.1M | -$182,664.98 | -14.28% |
Janet Messer FRG Family Wealth Advisors LLC | 8,213 | $1.16M | $2M | $840,414.17 | 72.65% |
| DC Donie Carlson DMC Group LLC | 1,815 | $498,722.7 | $442,823.7 | -$55,899 | -11.21% |
Bobby Adusumilli SJS Investment Consulting Inc. | 9,331 | $2.55M | $2.26M | -$287,666.95 | -11.28% |
Kea Molnar Cromwell Holdings LLC | 1,621 | $423,659.87 | $393,773.32 | -$29,886.55 | -7.05% |
| MAL Mason & Associates LLC Mason & Associates LLC | 1,649 | $512,493 | $400,896.63 | -$111,596.37 | -21.78% |
David Spratt Badgley Phelps Wealth Managers LLC | 58,866 | $15.19M | $14.3M | -$893,574.13 | -5.88% |
Dinan Hu R Squared Ltd | 3,277 | $885,806 | $794,525.03 | -$91,280.97 | -10.3% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 1,721 | $523,616.26 | $417,514.62 | -$106,101.64 | -20.26% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 10,876 | $2.91M | $2.63M | -$277,474.54 | -9.54% |
Ellen York T. Rowe Price Investment Management Inc. | 22,772 | $6.96M | $5.53M | -$1.43M | -20.53% |
| RE Rod Ehrlich Wayfinding Financial LLC | 1,849 | $537,093.43 | $447,458 | -$89,635.43 | -16.69% |
Scott R. Saal VIRGINIA WEALTH MANAGEMENT GROUP Inc. | 13,865 | $3.71M | $3.38M | -$333,426.62 | -8.98% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 29,054 | $8.29M | $7.05M | -$1.24M | -14.96% |