| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sima Elimelech Activest Wealth Management | 258 | $14,395.05 | $14,040.36 | -$354.69 | -2.46% |
| CMO Catherine M. O'Brien Boxwood Ventures Inc. | 24,963 | $1.44M | $1.39M | -$45,700.86 | -3.18% |
Brian Baylis Bell Investment Advisors Inc. | 51 | $2,669.34 | $2,833.56 | $164.22 | 6.15% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 3,530 | $203,857.5 | $196,126.8 | -$7,730.7 | -3.79% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 2 | $115.5 | $108.84 | -$6.66 | -5.77% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 10,908 | $626,186.54 | $601,576.2 | -$24,610.34 | -3.93% |
Bobby Adusumilli SJS Investment Consulting Inc. | 619 | $34,360.57 | $34,391.64 | $31.07 | 0.09% |
Kea Molnar Cromwell Holdings LLC | 18 | $1,065.71 | $998.28 | -$67.43 | -6.33% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 4,589 | $244,871.66 | $254,322.38 | $9,450.72 | 3.86% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 5,175 | $298,856.25 | $286,287.73 | -$12,568.52 | -4.21% |
Dominic Corabi Wedmont Private Capital | 3,798 | $220,625.82 | $210,637.08 | -$9,988.74 | -4.53% |
Candace Cavalier Congress Wealth Management LLC / DE / | 8,892.45 | $529,692.21 | $493,708.82 | -$35,983.39 | -6.79% |
Stanley D. Royer Claris Advisors LLC / Mo / | 7,527 | $467,944.75 | $417,673.23 | -$50,271.52 | -10.74% |
| RS Radon Stancil POM Investment Strategies LLC | 42 | $2,066 | $2,326.38 | $260.38 | 12.6% |
Ana-Maria Ignat Covestor Ltd | 812 | $47,365.01 | $45,114.72 | -$2,250.29 | -4.75% |
Samantha Pierangeli City State Bank | 63 | $2,945.99 | $3,507.84 | $561.85 | 19.07% |
W. Travis McKinney HB Wealth Management LLC | 18,109 | $1.05M | $1.01M | -$45,496.31 | -4.33% |
Jeremy Baltz Raleigh Capital Management Inc. | 1 | $62.17 | $55.27 | -$6.9 | -11.1% |
William Jollie Quent Capital LLC | 455 | $27,031.04 | $25,279.8 | -$1,751.24 | -6.48% |
Katie Christensen iSAM Funds UKK) Ltd | 10,100 | $583,275 | $561,711.5 | -$21,563.5 | -3.7% |