| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joseph Castro Nuveen LLC | 1.15M | $302.26M | $283.03M | -$19.23M | -6.36% |
Kurt Van Dyken Lifeworks Advisors LLC | 1,841 | $532,249.14 | $425,528.74 | -$106,720.4 | -20.05% |
Kimberly Cappellano Private Wealth Asset Management LLC | 88 | $23,038.76 | $21,328.56 | -$1,710.2 | -7.42% |
Sima Elimelech Activest Wealth Management | 1 | $317.67 | $245.61 | -$72.06 | -22.68% |
Cheryl Smith DB Fitzpatrick & Co Inc. | 3,882 | $1.02M | $948,372.6 | -$73,257.84 | -7.17% |
Brian Baylis Bell Investment Advisors Inc. | 96 | $25,129.59 | $23,535.36 | -$1,594.23 | -6.34% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 7,592 | $2.41M | $1.85M | -$560,193.08 | -23.24% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 22,018 | $5.15M | $5.4M | $250,031.16 | 4.86% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1 | $194.42 | $243.32 | $48.9 | 25.15% |
| JB John Brim Smith Group Asset Management LLC | 7,935 | $2.29M | $1.83M | -$465,626.03 | -20.3% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 1,494 | $297,141.12 | $362,728.26 | $65,587.14 | 22.07% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 1,514 | $473,231.12 | $348,871 | -$124,360.12 | -26.28% |
Bobby Adusumilli SJS Investment Consulting Inc. | 40 | $11,883.72 | $9,741.6 | -$2,142.12 | -18.03% |
Kea Molnar Cromwell Holdings LLC | 542 | $136,609.61 | $132,117.92 | -$4,491.69 | -3.29% |
Stacey Madison VELA Investment Management LLC | 5,777 | $1.43M | $1.34M | -$95,840.55 | -6.7% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 6,175 | $1.56M | $1.5M | -$62,145.57 | -3.97% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 364 | $89,547.87 | $88,903.36 | -$644.51 | -0.72% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,667 | $756,812.79 | $622,851.18 | -$133,961.61 | -17.7% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 1,236 | $240,303.12 | $285,689.04 | $45,385.92 | 18.89% |
| HC Harry Cowley Stonegate Investment Group LLC | 17,005 | $3.7M | $3.93M | $226,335.55 | 6.11% |