| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DG Dana Glandien Siemens Fonds Invest GmbH | 12,841 | $2.23M | $2.25M | $16,165.55 | 0.72% |
Jeff Ameen Spire Wealth Management | 80 | $14,221.98 | $14,070.4 | -$151.58 | -1.07% |
Michelle Dubey Yousif Capital Management LLC | 8,755 | $1.86M | $1.54M | -$319,261.88 | -17.17% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 4,578 | $834,464.25 | $805,476.21 | -$28,988.04 | -3.47% |
Kyle P. Smith NewEdge Wealth LLC | 1,427 | $282,245.73 | $250,695.36 | -$31,550.37 | -11.18% |
Joseph Castro Nuveen LLC | 209,432 | $37.2M | $35.99M | -$1.21M | -3.26% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 4,709 | $839,776.04 | $835,141.15 | -$4,634.89 | -0.55% |
Adam J. Peck Riverwater Partners LLC | 4,826 | $809,024.08 | $853,574.62 | $44,550.54 | 5.51% |
Brian Baylis Bell Investment Advisors Inc. | 9 | $1,555.92 | $1,582.92 | $27 | 1.74% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 3,824 | $676,392.24 | $672,565.12 | -$3,827.12 | -0.57% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1 | $162.35 | $171.84 | $9.49 | 5.85% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 1,253 | $213,849.51 | $219,995.47 | $6,145.96 | 2.87% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 1,621 | $314,524.06 | $286,414.49 | -$28,109.57 | -8.94% |
Bobby Adusumilli SJS Investment Consulting Inc. | 355 | $57,806.6 | $62,437.4 | $4,630.8 | 8.01% |
Kea Molnar Cromwell Holdings LLC | 49 | $8,461.25 | $8,621.06 | $159.81 | 1.89% |
Ellen York T. Rowe Price Investment Management Inc. | 1.39M | $243.02M | $242.78M | -$238,323.83 | -0.1% |
Ashish Sharma DGS Capital Management LLC | 2,213 | $395,637.24 | $387,518.43 | -$8,118.81 | -2.05% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 365 | $80,104.91 | $62,721.6 | -$17,383.31 | -21.7% |
Candace Cavalier Congress Wealth Management LLC / DE / | 19,513 | $3.7M | $3.43M | -$262,721.17 | -7.11% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 80 | $17,492 | $14,034.8 | -$3,457.2 | -19.76% |