| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 463 | $5,061.27 | $5,245.79 | $184.52 | 3.65% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,734 | $23,355.45 | $21,536.28 | -$1,819.17 | -7.79% |
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 17,225 | $183,852.65 | $199,293.25 | $15,440.6 | 8.4% |
| BG Bart Gancher Intech Investment Management LLC | 112,813 | $1.16M | $1.3M | $145,929.66 | 12.6% |
| JM John Malone Amundi | 40,380 | $456,129.2 | $501,519.6 | $45,390.4 | 9.95% |
| YA Yinka Akinsola Blue Trust Inc. | 215 | $1,917.8 | $2,466.05 | $548.25 | 28.59% |
Jeff Ameen Spire Wealth Management | 999 | $9,810.18 | $11,458.53 | $1,648.35 | 16.8% |
Michelle Dubey Yousif Capital Management LLC | 64,819 | $889,147.05 | $743,473.93 | -$145,673.12 | -16.38% |
Matthew Carney Nfj Investment Group LLC | 285,955 | $2.4M | $3.55M | $1.15M | 48.03% |
Kasey Fegan Corsicana & Co. | 180 | $1,605.6 | $2,064.6 | $459 | 28.59% |
Joseph Castro Nuveen LLC | 1.7M | $20.39M | $21.16M | $765,655.55 | 3.75% |
Richard Slavik Newbridge Financial Services Group Inc. | 260 | $3,510 | $3,172 | -$338 | -9.63% |
Rick Hurley Heirloom Wealth Management | 67,934 | $917,109 | $779,202.98 | -$137,906.02 | -15.04% |
Kimberly Cappellano Private Wealth Asset Management LLC | 476 | $3,994 | $5,911.92 | $1,917.92 | 48.02% |
Brian Baylis Bell Investment Advisors Inc. | 64 | $536.96 | $740.48 | $203.52 | 37.9% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 2 | $19.64 | $22.94 | $3.3 | 16.8% |
Bobby Adusumilli SJS Investment Consulting Inc. | 11 | $142.68 | $126.17 | -$16.51 | -11.57% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 345 | $2,973.2 | $3,957.15 | $983.95 | 33.09% |
Ana-Maria Ignat Covestor Ltd | 5,319 | $71,806.5 | $61,540.83 | -$10,265.67 | -14.3% |
David Jarvis Corton Capital Inc. | 16,993 | $151,577.56 | $194,909.71 | $43,332.15 | 28.59% |