| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 9,293 | $427,695.76 | $394,766.64 | -$32,929.12 | -7.7% |
Michelle Dubey Yousif Capital Management LLC | 139,450 | $5.8M | $5.92M | $126,983.83 | 2.19% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 56,365 | $2.46M | $2.41M | -$53,906.78 | -2.19% |
Kyle P. Smith NewEdge Wealth LLC | 4,895 | $213,373.05 | $208,600.42 | -$4,772.63 | -2.24% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 16,142 | $788,919.24 | $688,214.17 | -$100,705.07 | -12.76% |
| YL Yosef Levy Y.D. More Investments Ltd. | 1,843 | $71,868.03 | $78,511.8 | $6,643.77 | 9.24% |
| TCL Therese C.D. Linden Bank of New Hampshire | 5,490 | $179,367.01 | $233,874 | $54,506.99 | 30.39% |
Joseph Castro Nuveen LLC | 4.62M | $212.92M | $196.82M | -$16.1M | -7.56% |
Richard Slavik Newbridge Financial Services Group Inc. | 276 | $11,987.44 | $11,761.74 | -$225.7 | -1.88% |
Adam J. Peck Riverwater Partners LLC | 7,362 | $305,319.99 | $311,707.08 | $6,387.09 | 2.09% |
| EJL Emery J. Levick US Asset Management LLC | 4,370 | $214,217.4 | $185,768.7 | -$28,448.7 | -13.28% |
Sima Elimelech Activest Wealth Management | 85 | $4,070.7 | $3,606.12 | -$464.58 | -11.41% |
Jodi Greenlund Financial Council LLC | 5,549 | $225,011.95 | $235,610.54 | $10,598.59 | 4.71% |
Robert Tutela Essex LLC | 40,475 | $1.6M | $1.71M | $111,509.25 | 6.96% |
Brian Baylis Bell Investment Advisors Inc. | 501 | $23,104.97 | $21,282.48 | -$1,822.49 | -7.89% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 1.38M | $63.54M | $58.88M | -$4.65M | -7.32% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 227,640 | $8.79M | $9.67M | $875,433.39 | 9.95% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 3 | $139.86 | $127.93 | -$11.93 | -8.53% |
| JB John Brim Smith Group Asset Management LLC | 11,000 | $414,040 | $465,740 | $51,700 | 12.49% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 274,369 | $12.26M | $11.66M | -$602,517.56 | -4.91% |