| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YL Yosef Levy Y.D. More Investments Ltd. | 9,238 | $192,696.03 | $127,853.92 | -$64,842.11 | -33.65% |
Joseph Castro Nuveen LLC | 1.04M | $22.64M | $14.39M | -$8.25M | -36.46% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 58,848 | $857,094.38 | $814,456.32 | -$42,638.06 | -4.97% |
| RS Richard Sproll Tejara Capital Ltd. | 46,800 | $629,928 | $668,538 | $38,610 | 6.13% |
Richard Slavik Newbridge Financial Services Group Inc. | 6,970 | $120,434.19 | $98,834.6 | -$21,599.59 | -17.93% |
Kurt Van Dyken Lifeworks Advisors LLC | 14,918 | $269,969.58 | $206,465.12 | -$63,504.46 | -23.52% |
Sima Elimelech Activest Wealth Management | 1,065 | $16,190.02 | $15,101.7 | -$1,088.32 | -6.72% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 39,591 | $731,270.82 | $547,939.44 | -$183,331.38 | -25.07% |
Brian Baylis Bell Investment Advisors Inc. | 2,831 | $45,495.8 | $40,143.58 | -$5,352.22 | -11.76% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 16,153 | $398,802.55 | $229,049.54 | -$169,753.01 | -42.57% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 4 | $53.84 | $56.72 | $2.88 | 5.35% |
Larry Herold Herold Advisors Inc. | 13,200 | $226,425 | $180,840 | -$45,585 | -20.13% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 45,015 | $605,826.9 | $643,714.5 | $37,887.6 | 6.25% |
Bobby Adusumilli SJS Investment Consulting Inc. | 6,678 | $91,810.97 | $94,694.04 | $2,883.07 | 3.14% |
Kea Molnar Cromwell Holdings LLC | 427 | $7,818.74 | $6,103.96 | -$1,714.78 | -21.93% |
Dinan Hu R Squared Ltd | 15,260 | $205,400 | $211,198.4 | $5,798.4 | 2.82% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 21,794 | $293,347 | $311,545.23 | $18,198.23 | 6.2% |
Ashish Sharma DGS Capital Management LLC | 10,371 | $163,032.12 | $143,534.64 | -$19,497.48 | -11.96% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 13,711 | $383,429.14 | $189,760.24 | -$193,668.9 | -50.51% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 14,832 | $199,638.72 | $205,274.88 | $5,636.16 | 2.82% |