| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AA Andrew Alkon EntryPoint Capital, LLC | 3,920 | $790,015.03 | $616,733.6 | -$173,281.43 | -21.93% |
| CCP Christopher C. Powers Farther Finance Advisors, LLC | 8,160 | $1.63M | $1.28M | -$348,804.34 | -21.36% |
| MC Mathieu Cornu Pictet Asset Management Holding SA | 430,325 | $83.43M | $67.7M | -$15.73M | -18.85% |
| PJD Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 28 | $5,609.48 | $4,405.24 | -$1,204.24 | -21.47% |
| BL Ben Loeffler ACORN CREEK CAPITAL LLC | 1,204 | $229,589.22 | $189,425.32 | -$40,163.9 | -17.49% |
| JI Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 416 | $90,951.45 | $65,449.28 | -$25,502.17 | -28.04% |
| NM NICOLE MARTIN Arlington Trust Co LLC | 75 | $13,009 | $11,799.75 | -$1,209.25 | -9.29% |
| EPS Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 31,697 | $6.13M | $4.99M | -$1.14M | -18.61% |
| JA Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 463 | $103,401.25 | $72,843.79 | -$30,557.46 | -29.55% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 2,341 | $427,364.65 | $368,309.53 | -$59,055.12 | -13.82% |
| KS Kristi Shields ROGCO, LP | 183 | $35,021.76 | $28,791.39 | -$6,230.37 | -17.79% |
| SCL Syon Capital LLC SYON CAPITAL LLC | 11,171 | $2.15M | $1.76M | -$390,004.56 | -18.16% |
| BG Brian Glenn Premier Path Wealth Partners, LLC | 2,844 | $537,763.25 | $447,446.52 | -$90,316.73 | -16.79% |
| AK Alisha Kamadia United Community Bank | 19 | $3,829.13 | $2,989.27 | -$839.86 | -21.93% |
| CH Courtney Haddad Concurrent Investment Advisors, LLC | 21,382 | $4.35M | $3.36M | -$986,259.46 | -22.67% |
| RS Robert Shea NEOS Investment Management LLC | 70,360 | $14.6M | $11.07M | -$3.53M | -24.17% |
| RP RENEE PILKENTON Exchange Bank | 6,164 | $1.16M | $969,782.12 | -$189,557.22 | -16.35% |
| CC Charles Corkery PUREfi Wealth, LLC | 1,325 | $297,980.33 | $208,462.25 | -$89,518.08 | -30.04% |
| JR James Rankin Modern Wealth Management, LLC | 1,611 | $356,553.52 | $253,458.63 | -$103,094.89 | -28.91% |
| BTW BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 8,588 | $1.82M | $1.35M | -$473,023.38 | -25.93% |