| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 250 | $22,215 | $14,745 | -$7,470 | -33.63% |
Michelle Dubey Yousif Capital Management LLC | 2,547 | $185,418.69 | $150,222.06 | -$35,196.63 | -18.98% |
Joseph Castro Nuveen LLC | 991,806 | $61.11M | $68.2M | $7.09M | 11.6% |
| BWA Boulder Wealth Advisors LLC Boulder Wealth Advisors LLC | 2,968 | $263,736.48 | $213,517.92 | -$50,218.56 | -19.04% |
Richard Slavik Newbridge Financial Services Group Inc. | 376 | $31,159.12 | $26,688.48 | -$4,470.64 | -14.35% |
| BO Brian Oliveira Clear Street Group Inc. | 2.42M | $156.41M | $179.48M | $23.06M | 14.74% |
Sima Elimelech Activest Wealth Management | 1,134 | $93,041.76 | $66,883.32 | -$26,158.44 | -28.11% |
Brian Baylis Bell Investment Advisors Inc. | 18 | $1,419.98 | $1,294.92 | -$125.06 | -8.81% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 45,411 | $4.04M | $2.68M | -$1.36M | -33.65% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 494 | $43,896.84 | $29,136.12 | -$14,760.72 | -33.63% |
Bobby Adusumilli SJS Investment Consulting Inc. | 17 | $1,215.26 | $1,002.66 | -$212.6 | -17.49% |
Kea Molnar Cromwell Holdings LLC | 60 | $4,966.39 | $3,538.8 | -$1,427.59 | -28.75% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 13,156 | $1.17M | $946,376.86 | -$222,665.14 | -19.05% |
Kevin Batstone BayBridge Capital Group LLC | 2,425 | $215,486 | $143,026.5 | -$72,459.5 | -33.63% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 2,575 | $228,814 | $151,873.5 | -$76,940.5 | -33.63% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 112 | $9,952.32 | $6,605.76 | -$3,346.56 | -33.63% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 13,264 | $1.06M | $941,478.72 | -$119,330.55 | -11.25% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,484 | $120,555.93 | $87,526.32 | -$33,029.61 | -27.4% |
Dominic Corabi Wedmont Private Capital | 2,086 | $172,866.82 | $123,032.28 | -$49,834.54 | -28.83% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 500 | $23,432.5 | $29,490 | $6,057.5 | 25.85% |