| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 38 | $5,559.18 | $4,721.88 | -$837.3 | -15.06% |
Drew Waldron Canvas Wealth Advisors LLC | 2,959 | $358,664.84 | $368,528.65 | $9,863.81 | 2.75% |
Michelle Dubey Yousif Capital Management LLC | 18,218 | $2.2M | $2.26M | $59,373.17 | 2.69% |
Jason Kaplan Howard Capital Management Group LLC | 139,614 | $19.38M | $17.38M | -$2M | -10.3% |
Joseph Castro Nuveen LLC | 107,354 | $15.65M | $12.91M | -$2.73M | -17.48% |
| MPM Mark P. Mennitt CenterBook Partners LP | 8,840 | $1.11M | $1.1M | -$13,923 | -1.25% |
James D. King Lindenwold Advisors Inc. | 2,890 | $451,354.06 | $359,241.45 | -$92,112.61 | -20.41% |
Kevin B. Crawford JB Capital LLC | 4,610 | $568,788.44 | $574,267.7 | $5,479.26 | 0.96% |
Richard Slavik Newbridge Financial Services Group Inc. | 1 | $121.16 | $124.26 | $3.1 | 2.56% |
Michael P. O'Donnell Atlas FRM LLC | 670,000 | $82.51M | $83.54M | $1.03M | 1.25% |
Adam J. Peck Riverwater Partners LLC | 3,481 | $472,426.74 | $436,465.18 | -$35,961.56 | -7.61% |
Sima Elimelech Activest Wealth Management | 1 | $126.02 | $124.26 | -$1.76 | -1.4% |
Brian Baylis Bell Investment Advisors Inc. | 15 | $1,831.62 | $1,863.9 | $32.28 | 1.76% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1 | $120 | $124.26 | $4.26 | 3.55% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 3,536 | $426,144.68 | $439,029.76 | $12,885.08 | 3.02% |
Bobby Adusumilli SJS Investment Consulting Inc. | 132 | $16,214.24 | $16,402.32 | $188.08 | 1.16% |
Kea Molnar Cromwell Holdings LLC | 18 | $2,441.07 | $2,246.04 | -$195.03 | -7.99% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 1,722 | $217,006.05 | $214,518.15 | -$2,487.9 | -1.15% |
Dominic Corabi Wedmont Private Capital | 1,896 | $233,757.84 | $236,165.76 | $2,407.92 | 1.03% |
Candace Cavalier Congress Wealth Management LLC / DE / | 59,118 | $9.47M | $7.36M | -$2.11M | -22.23% |