| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Chilton Investment Chilton Investment Co Inc. | 16,460 | $827,773.75 | $798,063.1 | -$29,710.65 | -3.59% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 315,384 | $15.74M | $15.15M | -$589,455.52 | -3.75% |
| CS Carl Schmidtman Dorsey & Whitney Trust Co. LLC | 133,561 | $6.73M | $6.48M | -$259,587.84 | -3.85% |
| SC Steve Corless AdvisorNet Financial Inc. | 30,684 | $1.51M | $1.49M | -$18,225.56 | -1.21% |
| JFR John F. Regan III Nepc LLC | 675 | $33,946 | $32,724 | -$1,222 | -3.6% |
| PN Patrick Nichols Old Mission Capital LLC | 44,136 | $2.23M | $2.13M | -$98,869.05 | -4.43% |
| JT John Taylor-Jones Private Client Services LLC | 54,081 | $2.7M | $2.63M | -$75,990.39 | -2.81% |
| ACR Adam Correll Rutledge Minot DeBlois Advisors LLC | 250 | $12,533 | $12,137.5 | -$395.5 | -3.16% |
| NM Nicole Murphey BSW Wealth Partners | 629,537 | $31.38M | $30.56M | -$819,484.53 | -2.61% |
| SE Stuart Evans Mather Group LLC | 1.04M | $52.33M | $50.47M | -$1.86M | -3.55% |
| MH Matthew Herman Logan Stone Capital LLC | 352,368 | $17.58M | $17.09M | -$493,315.2 | -2.81% |
| CW Constance Wick Crabel Capital Management LLC | 27,144 | $1.37M | $1.32M | -$57,409.56 | -4.18% |
Winthrop Advisory Group Winthrop Advisory Group LLC | 1.31M | $62.57M | $62.96M | $397,865.04 | 0.64% |
PAX Financial Group PAX Financial Group LLC | 5,533 | $276,489.65 | $268,378.16 | -$8,111.49 | -2.93% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 188,601 | $9.47M | $9.14M | -$330,419.32 | -3.49% |
| RR rosemary richard WCG Wealth Advisors LLC | 13,033 | $651,189.96 | $630,210.71 | -$20,979.25 | -3.22% |
| YA Yinka Akinsola Blue Trust Inc. | 1,366 | $68,565.02 | $66,155.38 | -$2,409.64 | -3.51% |
Jeff Ameen Spire Wealth Management | 93,768 | $4.73M | $4.51M | -$221,827.25 | -4.69% |
Kyle P. Smith NewEdge Wealth LLC | 24,215 | $1.21M | $1.17M | -$43,166.18 | -3.55% |
| GAG Goodman Advisory Group LLC Goodman Advisory Group LLC | 119,766 | $5.88M | $5.82M | -$63,163.18 | -1.07% |