| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JSD Jeffrey S. Dabbs Kercheville Advisors LLC | 15,895 | $5.45M | $4.95M | -$505,980.79 | -9.28% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 343,242 | $119.01M | $112.42M | -$6.59M | -5.54% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 115 | $47,106.05 | $35,789.15 | -$11,316.9 | -24.02% |
Andrew Endelman Independent Wealth Network Inc. | 4,248 | $1.36M | $1.32M | -$35,526.98 | -2.62% |
Larry Herold Herold Advisors Inc. | 10,121 | $2.23M | $3.15M | $920,318.69 | 41.28% |
Alexander Eichhorn Tanager Wealth Management LLP | 1,528 | $563,411.37 | $475,528.86 | -$87,882.51 | -15.6% |
| JB John Brim Smith Group Asset Management LLC | 4,806 | $1.65M | $1.5M | -$152,431.19 | -9.25% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 9,292 | $3.26M | $2.89M | -$364,946.75 | -11.21% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 5,172 | $1.9M | $1.61M | -$285,904.59 | -15.08% |
Janet Messer FRG Family Wealth Advisors LLC | 12,736 | $4.11M | $3.96M | -$144,162.21 | -3.51% |
Brian Landzaat Vista Finance LLC | 2,740 | $925,576.8 | $852,715.37 | -$72,861.43 | -7.87% |
Christopher Davis Burns Matteson Capital Management LLC | 922 | $224,884.21 | $286,935.61 | $62,051.4 | 27.59% |
Tracy Richards FIDELIS iM LLC | 5,143 | $2.31M | $1.6M | -$712,356.98 | -30.8% |
Bobby Adusumilli SJS Investment Consulting Inc. | 2,304 | $676,707.55 | $717,027.82 | $40,320.27 | 5.96% |
Andrew J. Whalen Whalen Wealth Management Inc. | 3,247 | $1.27M | $1.06M | -$206,647.59 | -16.27% |
Jenell Wunsch Sora Investors LLC | 6,500 | $2.73M | $2.23M | -$508,820.01 | -18.61% |
Kea Molnar Cromwell Holdings LLC | 9,285 | $2.67M | $2.89M | $220,752.87 | 8.27% |
Rebecca Loeffler Corus Family Wealth Advisors | 2,934 | $949,750.56 | $913,090.11 | -$36,660.45 | -3.86% |
| MR Michael Ryan Whelan Financial | 3,248 | $1.08M | $1.01M | -$72,477.09 | -6.69% |
Nancy Williamson Helen Stephens Group LLC | 605 | $272,080.6 | $188,282.04 | -$83,798.56 | -30.8% |