| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CSM Advisors LLC CSM Advisors LLC | 6,280 | $393,756 | $309,478.4 | -$84,277.6 | -21.4% |
Joseph Castro Nuveen LLC | 955,965 | $51.09M | $45.7M | -$5.39M | -10.56% |
Brian Baylis Bell Investment Advisors Inc. | 140 | $6,876.94 | $6,690.6 | -$186.34 | -2.71% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 3 | $126.33 | $138.06 | $11.73 | 9.29% |
Larry Herold Herold Advisors Inc. | 4,500 | $231,300 | $207,090 | -$24,210 | -10.47% |
Bobby Adusumilli SJS Investment Consulting Inc. | 158 | $7,667.73 | $7,271.16 | -$396.57 | -5.17% |
Kea Molnar Cromwell Holdings LLC | 61 | $2,815.79 | $2,807.22 | -$8.57 | -0.3% |
Ellen York T. Rowe Price Investment Management Inc. | 387,762 | $21.13M | $19.11M | -$2.03M | -9.58% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 7,150 | $297,581.22 | $329,043 | $31,461.78 | 10.57% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 88 | $3,710.12 | $4,049.76 | $339.64 | 9.15% |
| HC Harry Cowley Stonegate Investment Group LLC | 10,077 | $448,306.89 | $463,743.54 | $15,436.65 | 3.44% |
Dominic Corabi Wedmont Private Capital | 7,138 | $356,331.07 | $328,490.76 | -$27,840.31 | -7.81% |
Susan M. Stiles Stiles Financial Services Inc. | 16,137 | $549,814.55 | $778,932.99 | $229,118.44 | 41.67% |
Katherine Andersen Western Pacific Wealth Management LP | 2,478 | $101,082.12 | $118,423.62 | $17,341.5 | 17.16% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 66 | $2,153.6 | $3,037.32 | $883.72 | 41.03% |
Tracy Murray EdgeRock Capital LLC | 7,987 | $466,955.25 | $367,561.74 | -$99,393.51 | -21.29% |
Lindsey Seagraves Carson Advisory Inc. | 18,526 | $886,655.85 | $885,542.8 | -$1,113.05 | -0.13% |
Penny A. Phillips Journey Strategic Wealth LLC | 17,474 | $800,030.79 | $804,153.48 | $4,122.69 | 0.52% |
Ana-Maria Ignat Covestor Ltd | 194 | $12,163.8 | $9,271.26 | -$2,892.54 | -23.78% |
Roger Steed KRS Capital Management LLC | 4,950 | $149,292 | $227,799 | $78,507 | 52.59% |