| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffery Yorg Focus Partners Advisor Solutions LLC | 5,942 | $1.07M | $1.03M | -$44,327.32 | -4.14% |
Joseph Castro Nuveen LLC | 318,653 | $76.1M | $54.95M | -$21.16M | -27.8% |
| SK Samira Kadam Cherry Creek Investment Advisors Inc. | 1,176 | $229,630.91 | $202,989.36 | -$26,641.55 | -11.6% |
Adam J. Peck Riverwater Partners LLC | 2,935 | $622,331.89 | $506,082.02 | -$116,249.87 | -18.68% |
| SE Sima Elimelech Activest Wealth Management | 169 | $33,958.05 | $29,002.09 | -$4,955.96 | -14.59% |
Brian Baylis Bell Investment Advisors Inc. | 23 | $5,727.61 | $3,957.61 | -$1,770 | -30.9% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 5,609 | $1.01M | $964,018.83 | -$49,379.18 | -4.87% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 2,613 | $470,522.91 | $436,188.06 | -$34,334.85 | -7.3% |
Bobby Adusumilli SJS Investment Consulting Inc. | 143 | $33,994.39 | $24,577.41 | -$9,416.98 | -27.7% |
Kea Molnar Cromwell Holdings LLC | 303 | $75,972.19 | $53,415.87 | -$22,556.32 | -29.69% |
| SM Stacey Madison VELA Investment Management LLC | 20,635 | $3.72M | $3.56M | -$157,651.61 | -4.24% |
| DH Dinan Hu R Squared Ltd | 4,011 | $789,141.51 | $690,172.77 | -$98,968.74 | -12.54% |
| RF Rekah Franca Catalyst Funds Management Pty Ltd. | 1,767 | $318,184 | $304,047.69 | -$14,136.31 | -4.44% |
| EY Ellen York T. Rowe Price Investment Management Inc. | 1.76M | $324.62M | $303.05M | -$21.58M | -6.65% |
| SRS Scott R. Saal VIRGINIA WEALTH MANAGEMENT GROUP Inc. | 1,500 | $274,770 | $258,105 | -$16,665 | -6.07% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 1,186 | $292,122.33 | $210,016.88 | -$82,105.45 | -28.11% |
| OFA Olalekan F. Adeduji Washington Trust Advisors Inc. | 1,878 | $549,859.62 | $322,771.86 | -$227,087.76 | -41.3% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 74 | $15,350.71 | $12,697.66 | -$2,653.05 | -17.28% |
| DC Dominic Corabi Wedmont Private Capital | 2,549 | $561,769.61 | $456,882.76 | -$104,886.85 | -18.67% |
| WCP Wick Capital Partners LLC Wick Capital Partners LLC | 1,367 | $246,155.69 | $234,946.29 | -$11,209.4 | -4.55% |