| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CD Charlie Durham Sterling Capital Management LLC | 1,944 | $118,572.97 | $120,353.04 | $1,780.07 | 1.5% |
| YA Yinka Akinsola Blue Trust Inc. | 21 | $1,160.04 | $1,300.11 | $140.07 | 12.07% |
Michelle Dubey Yousif Capital Management LLC | 19,436 | $1.91M | $1.28M | -$635,097.67 | -33.24% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 61,736 | $3.68M | $4M | $327,161.84 | 8.9% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 23,108 | $2.2M | $1.51M | -$690,917.78 | -31.35% |
Kyle P. Smith NewEdge Wealth LLC | 3,976 | $340,782.96 | $258,758.08 | -$82,024.88 | -24.07% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 3,425 | $251,347.52 | $222,847.62 | -$28,499.9 | -11.34% |
Joseph Castro Nuveen LLC | 127,242 | $7.16M | $7.88M | $713,414.22 | 9.96% |
| MPM Mark P. Mennitt CenterBook Partners LP | 13,285 | $1.14M | $856,218.25 | -$282,439.1 | -24.8% |
Brian Baylis Bell Investment Advisors Inc. | 51 | $2,987.55 | $3,347.13 | $359.58 | 12.04% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1 | $85.71 | $61.91 | -$23.8 | -27.77% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 4,226 | $304,198.24 | $276,211.36 | -$27,986.88 | -9.2% |
Bobby Adusumilli SJS Investment Consulting Inc. | 81 | $6,405.13 | $5,316.03 | -$1,089.1 | -17% |
Kea Molnar Cromwell Holdings LLC | 11 | $608 | $718.08 | $110.08 | 18.11% |
Dinan Hu R Squared Ltd | 2,471 | $208,157 | $158,860.59 | -$49,296.41 | -23.68% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 2,481 | $208,999 | $160,768.8 | -$48,230.2 | -23.08% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 528 | $36,253.95 | $32,688.48 | -$3,565.47 | -9.83% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 10 | $646.8 | $652.95 | $6.15 | 0.95% |
Candace Cavalier Congress Wealth Management LLC / DE / | 11,293 | $737,309.75 | $736,698.85 | -$610.9 | -0.08% |
Shaun Peterson Peterson Wealth Services | 14,771 | $1.26M | $959,154.88 | -$299,260.98 | -23.78% |