| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kyle P. Smith NewEdge Wealth LLC | 4,737 | $324,010.8 | $285,451.62 | -$38,559.18 | -11.9% |
Jessica Clark Caerus Investment Advisors LLC | 9,193 | $435,840.13 | $504,052.19 | $68,212.06 | 15.65% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 19,464 | $1.06M | $1.11M | $50,820.97 | 4.81% |
| YL Yosef Levy Y.D. More Investments Ltd. | 405 | $17,990 | $23,283.45 | $5,293.45 | 29.42% |
Joseph Castro Nuveen LLC | 1.07M | $59.75M | $63.62M | $3.87M | 6.47% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 26 | $1,458.2 | $1,425.58 | -$32.62 | -2.24% |
Sima Elimelech Activest Wealth Management | 423 | $20,428.77 | $23,193.09 | $2,764.32 | 13.53% |
Brian Baylis Bell Investment Advisors Inc. | 150 | $9,419.84 | $9,039 | -$380.84 | -4.04% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1 | $44.42 | $54.83 | $10.41 | 23.44% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 7,102 | $336,705.82 | $389,402.66 | $52,696.84 | 15.65% |
Bobby Adusumilli SJS Investment Consulting Inc. | 1,613 | $91,751.41 | $88,440.79 | -$3,310.62 | -3.61% |
Kea Molnar Cromwell Holdings LLC | 66 | $2,932 | $3,618.78 | $686.78 | 23.42% |
Dinan Hu R Squared Ltd | 5,525 | $339,833.75 | $317,632.25 | -$22,201.5 | -6.53% |
Andrew D. W. Hill Andrew Hill Investment Advisors Inc. | 41,337 | $1.91M | $2.27M | $352,548.27 | 18.42% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 6,059 | $528,528.59 | $332,214.97 | -$196,313.62 | -37.14% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 820 | $58,390.56 | $44,960.6 | -$13,429.96 | -23% |
Ashish Sharma DGS Capital Management LLC | 5,413 | $364,757.91 | $296,794.79 | -$67,963.12 | -18.63% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 7,714 | $496,818.97 | $422,958.62 | -$73,860.35 | -14.87% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 983 | $87,784.42 | $53,897.89 | -$33,886.53 | -38.6% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 6,977 | $309,918.34 | $396,991.3 | $87,072.96 | 28.1% |