| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Eric J. Kemnitz Polymer Capital Management USS) LLC | 4,450 | $221,521 | $238,920.5 | $17,399.5 | 7.85% |
Jorge Paganin Abacus Wealth Partners, LLC | 4,731 | $298,462.74 | $236,029.59 | -$62,433.15 | -20.92% |
Thomas Dobbins New Republic Capital, LLC | 4,881 | $277,465.38 | $275,093.16 | -$2,372.22 | -0.85% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,169 | $70,911.49 | $58,321.41 | -$12,590.08 | -17.75% |
Mathieu Cornu Pictet Asset Management Holding SA | 19,896 | $1.17M | $992,611.44 | -$174,978.8 | -14.99% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 16 | $796.9 | $798.24 | $1.34 | 0.17% |
Jae Cho Marex Group plc | 7,208 | $358,814 | $386,997.52 | $28,183.52 | 7.85% |
NICOLE MARTIN Arlington Trust Co LLC | 50 | $3,159 | $2,494.5 | -$664.5 | -21.04% |
Courtney Haddad Concurrent Investment Advisors, LLC | 65,399 | $3.59M | $3.26M | -$325,830.24 | -9.08% |
Teresa Douberly Burford Brothers, Inc. | 25,341 | $1.43M | $1.26M | -$163,767.54 | -11.47% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 18 | $843.33 | $898.02 | $54.69 | 6.49% |
Jeffrey McGrath Cetera Trust Company, N.A | 4,770 | $213,225.06 | $250,472.7 | $37,247.64 | 17.47% |
Taylor Wagner Valued Wealth Advisors LLC | 54 | $3,414.46 | $2,694.06 | -$720.4 | -21.1% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,821 | $151,324.8 | $148,130.71 | -$3,194.09 | -2.11% |
Matthew Stead Sachetta, LLC | 26 | $1,642.75 | $1,297.14 | -$345.61 | -21.04% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 21 | $1,327 | $1,127.49 | -$199.51 | -15.03% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 14,941 | $943,972.4 | $745,406.49 | -$198,565.91 | -21.04% |
Alan Gilmore Private Wealth Management Group, LLC | 62 | $2,985.86 | $3,093.18 | $107.32 | 3.59% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 225,338 | $12.97M | $11.83M | -$1.14M | -8.79% |
Anne Wright Lummis Asset Management, LP | 332,594 | $17.77M | $16.59M | -$1.18M | -6.63% |