| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 395,286 | $23.33M | $21.36M | -$1.97M | -8.46% |
| MSH Michelle S. Hickox FIRST FINANCIAL BANKSHARES Inc. | 420,464 | $24.61M | $22.72M | -$1.89M | -7.68% |
| MM Michael Motolo CVS HEALTH Corp | 16,065 | $889,358.4 | $867,590.32 | -$21,768.08 | -2.45% |
| SFH Sean F. Hanna Cambridge Associates LLC /MA/ /ADV | 2.69M | $154.39M | $145.39M | -$9.01M | -5.83% |
| BS Barrett Schultz Ashton Thomas Securities LLC | 1,025 | $57,487.91 | $55,385.87 | -$2,102.04 | -3.66% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 91,009 | $5.25M | $4.91M | -$332,309.72 | -6.34% |
| RS Ramu Singh CALTON & ASSOCIATES Inc. | 7,894 | $437,011.84 | $426,552.29 | -$10,459.55 | -2.39% |
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 6,078 | $338,210.36 | $328,319.58 | -$9,890.78 | -2.92% |
| AC Adam Claypool First Community Trust Na | 109 | $6,051.69 | $5,887.09 | -$164.6 | -2.72% |
SkyOak Wealth SkyOak Wealth LLC | 3,861 | $219,187.46 | $208,320.25 | -$10,867.21 | -4.96% |
| YA Yinka Akinsola Blue Trust Inc. | 98,161 | $5.86M | $5.3M | -$566,233.51 | -9.66% |
Jeff Ameen Spire Wealth Management | 202 | $11,274.78 | $10,875.68 | -$399.1 | -3.54% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 143,347 | $8.68M | $7.73M | -$945,978.45 | -10.9% |
Kyle P. Smith NewEdge Wealth LLC | 128,474 | $7.61M | $6.93M | -$677,943.59 | -8.91% |
Katie Smith Delos Wealth Advisors LLC | 126 | $7,071.12 | $6,800.22 | -$270.9 | -3.83% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 750 | $41,520 | $40,507.5 | -$1,012.5 | -2.44% |
Brian Baylis Bell Investment Advisors Inc. | 139,430 | $7.82M | $7.53M | -$284,686.99 | -3.64% |
| KC Kasey Cook Maripau Wealth Management LLC | 13,378 | $746,956.75 | $722,010.66 | -$24,946.09 | -3.34% |
| OFA Olalekan F. Adeduji Washington Trust Advisors Inc. | 414 | $23,879.52 | $22,368.46 | -$1,511.06 | -6.33% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 17,861 | $997,085.51 | $964,583.3 | -$32,502.21 | -3.26% |