| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CP C Pace Texas Yale Capital Corp. | 11,500 | $302,565 | $339,940 | $37,375 | 12.35% |
Bridgewater Associates LP Bridgewater Associates LP | 145,297 | $5.92M | $4.22M | -$1.7M | -28.69% |
| YA Yinka Akinsola Blue Trust Inc. | 28,056 | $584,274.24 | $835,788.24 | $251,514 | 43.05% |
Jeff Ameen Spire Wealth Management | 123 | $4,286.31 | $3,597.75 | -$688.56 | -16.06% |
Michelle Dubey Yousif Capital Management LLC | 47,278 | $538,804.27 | $1.38M | $844,077.23 | 156.66% |
Kyle P. Smith NewEdge Wealth LLC | 8,001 | $170,477.56 | $233,549.19 | $63,071.63 | 37% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 6,073 | $247,231.83 | $177,392.33 | -$69,839.5 | -28.25% |
Joseph Castro Nuveen LLC | 671,992 | $17.57M | $20.02M | $2.45M | 13.94% |
Kimberly Cappellano Private Wealth Asset Management LLC | 465 | $16,182 | $13,461.75 | -$2,720.25 | -16.81% |
Brian Baylis Bell Investment Advisors Inc. | 62 | $556.76 | $1,813.5 | $1,256.74 | 225.72% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 2 | $81.42 | $59.58 | -$21.84 | -26.82% |
Bobby Adusumilli SJS Investment Consulting Inc. | 333 | $12,062.16 | $9,740.25 | -$2,321.91 | -19.25% |
Ellen York T. Rowe Price Investment Management Inc. | 1.1M | $44.68M | $32.36M | -$12.32M | -27.57% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 5,170 | $210,471 | $150,291.9 | -$60,179.1 | -28.59% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 126 | $3,158.86 | $3,704.4 | $545.54 | 17.27% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 3,204 | $130,434.84 | $95,447.16 | -$34,987.68 | -26.82% |
Shaun Peterson Peterson Wealth Services | 23,383 | $951,921.93 | $690,967.65 | -$260,954.28 | -27.41% |
Penny A. Phillips Journey Strategic Wealth LLC | 7,076 | $246,244.8 | $208,671.24 | -$37,573.56 | -15.26% |
Ana-Maria Ignat Covestor Ltd | 209 | $7,215.67 | $6,113.25 | -$1,102.42 | -15.28% |
| YR Yarenis Rodriguez Pursue Wealth Partners LLC | 5,984 | $208,243.2 | $174,912.32 | -$33,330.88 | -16.01% |