| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YA Yinka Akinsola Blue Trust Inc. | 338 | $22,588.64 | $14,310.92 | -$8,277.72 | -36.65% |
Jeff Ameen Spire Wealth Management | 235 | $13,684.69 | $9,949.9 | -$3,734.79 | -27.29% |
Michelle Dubey Yousif Capital Management LLC | 25,230 | $5.22M | $1.07M | -$4.16M | -79.55% |
Jessica Clark Caerus Investment Advisors LLC | 6,350 | $335,597.5 | $263,842.5 | -$71,755 | -21.38% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 22,672 | $1.16M | $953,697.68 | -$204,310.73 | -17.64% |
Joseph Castro Nuveen LLC | 340,348 | $29.91M | $14.12M | -$15.78M | -52.77% |
Kimberly Cappellano Private Wealth Asset Management LLC | 260 | $24,056.1 | $11,016.2 | -$13,039.9 | -54.21% |
Sima Elimelech Activest Wealth Management | 4 | $211.4 | $169.36 | -$42.04 | -19.89% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 11,220 | $1.05M | $475,054.8 | -$576,561.36 | -54.83% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 19,482 | $968,846.03 | $824,088.6 | -$144,757.43 | -14.94% |
Bobby Adusumilli SJS Investment Consulting Inc. | 1,208 | $79,794.6 | $51,146.72 | -$28,647.88 | -35.9% |
Kea Molnar Cromwell Holdings LLC | 63 | $2,969.83 | $2,681.91 | -$287.92 | -9.69% |
Christopher Moore Paralel Advisors LLC | 35,000 | $1.73M | $1.48M | -$248,014 | -14.36% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 6,748 | $523,329.66 | $277,950.12 | -$245,379.54 | -46.89% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 115 | $6,077.75 | $4,772.5 | -$1,305.25 | -21.48% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 6,298 | $332,849.3 | $260,863.16 | -$71,986.14 | -21.63% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 16 | $1,560.8 | $682.08 | -$878.72 | -56.3% |
| TG Terence Gray Vert Asset Management LLC | 80,072 | $10.14M | $3.33M | -$6.81M | -67.16% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 1,939 | $102,476.15 | $80,119.48 | -$22,356.67 | -21.82% |
Sara S. Alexander Sonora Investment Management Group LLC | 30,846 | $2.25M | $1.28M | -$972,843.72 | -43.15% |