| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MPM Mark P. Mennitt CenterBook Partners LP | 84,586 | $1.18M | $1.03M | -$146,333.78 | -12.45% |
| HP Hannah Perry Crestmont Private Wealth LLC | 10,858 | $135,302.98 | $133,716.27 | -$1,586.71 | -1.17% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 2,021 | $22,635.2 | $24,353.05 | $1,717.85 | 7.59% |
Spencer Rand Five Oceans Advisors | 11,339 | $123,267.44 | $137,201.9 | $13,934.46 | 11.3% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 47,602 | $575,912.34 | $573,604.1 | -$2,308.24 | -0.4% |
Justin Ericksen Blue Barn Wealth LLC | 20,323 | $220,622.21 | $249,058.36 | $28,436.15 | 12.89% |
Richard Slavik Newbridge Financial Services Group Inc. | 6,394 | $68,426.62 | $78,678.17 | $10,251.55 | 14.98% |
| BO Brian Oliveira Clear Street Group Inc. | 5 | $59.75 | $61.47 | $1.72 | 2.88% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 15,156 | $188,547.74 | $182,629.8 | -$5,917.94 | -3.14% |
Kimberly Cappellano Private Wealth Asset Management LLC | 936 | $9,403.57 | $11,447.28 | $2,043.71 | 21.73% |
Sima Elimelech Activest Wealth Management | 1,088 | $13,474.18 | $13,404.16 | -$70.02 | -0.52% |
| CMO Catherine M. O'Brien Boxwood Ventures Inc. | 18,301 | $218,879.96 | $224,278.75 | $5,398.79 | 2.47% |
Brian Baylis Bell Investment Advisors Inc. | 3,779 | $48,838.93 | $46,519.49 | -$2,319.44 | -4.75% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 12,551 | $174,511 | $153,437.23 | -$21,073.77 | -12.08% |
| KC Kasey Cook Maripau Wealth Management LLC | 46,183 | $615,231.05 | $558,814.3 | -$56,416.75 | -9.17% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 312,195 | $3.87M | $3.84M | -$22,153.39 | -0.57% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 115 | $2,216.8 | $1,416.8 | -$800 | -36.09% |
Andrew Endelman Independent Wealth Network Inc. | 10,525 | $114,448.1 | $126,826.25 | $12,378.15 | 10.82% |
Larry Herold Herold Advisors Inc. | 27,659 | $315,912.01 | $334,673.9 | $18,761.89 | 5.94% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 20,605 | $286,409.5 | $252,308.22 | -$34,101.28 | -11.91% |