| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MC Matt Coyne DAVIDSON TRUST Co. | 2,344 | $202,610 | $194,130.08 | -$8,479.92 | -4.19% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 115,504 | $10.8M | $9.4M | -$1.41M | -13.02% |
Point72 Asset Management LP Point72 Asset Management LP | 86,078 | $7.44M | $7.06M | -$377,451.93 | -5.07% |
Austin Private Wealth Austin Private Wealth LLC | 2,336 | $204,002.88 | $192,136 | -$11,866.88 | -5.82% |
SkyOak Wealth SkyOak Wealth LLC | 3,926 | $342,014.92 | $322,913.5 | -$19,101.42 | -5.58% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 3,198 | $278,737.66 | $262,843.62 | -$15,894.04 | -5.7% |
| RR rosemary richard WCG Wealth Advisors LLC | 12,516 | $1.09M | $1.03M | -$63,586.09 | -5.83% |
| YA Yinka Akinsola Blue Trust Inc. | 1,896 | $185,308.38 | $155,946 | -$29,362.38 | -15.85% |
Scott V. Beechert Granby Capital Management LLC | 138,000 | $13.19M | $11.32M | -$1.87M | -14.2% |
Jeff Ameen Spire Wealth Management | 10,746 | $958,422.32 | $883,858.5 | -$74,563.82 | -7.78% |
Daren Blonski Fermata Advisors LLC | 90,789 | $8.34M | $7.47M | -$871,812.75 | -10.45% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 16,734 | $2.44M | $1.38M | -$1.06M | -43.5% |
Kyle P. Smith NewEdge Wealth LLC | 21,584 | $1.96M | $1.79M | -$178,756.01 | -9.1% |
Mack, Connie Clarity Financial LLC | 184,656 | $17.82M | $15.19M | -$2.64M | -14.79% |
Ben Rothwell Keystone Financial Services | 5,979 | $562,647.1 | $493,387.08 | -$69,260.02 | -12.31% |
Alexandria Fry Dentgroup LLC | 6,685 | $606,887.91 | $549,841.25 | -$57,046.66 | -9.4% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 5,611 | $513,751.39 | $463,019.72 | -$50,731.67 | -9.87% |
Katie Smith Delos Wealth Advisors LLC | 21,468 | $1.88M | $1.76M | -$116,798.12 | -6.22% |
Richard Slavik Newbridge Financial Services Group Inc. | 839 | $72,927.49 | $68,827.37 | -$4,100.12 | -5.62% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 2,307 | $225,508.65 | $189,750.75 | -$35,757.9 | -15.86% |