| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 14,983 | $731,169.63 | $697,458.65 | -$33,710.98 | -4.61% |
| CAL CSM Advisors LLC CSM Advisors LLC | 71,415 | $3.75M | $3.4M | -$345,253.18 | -9.21% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 7,137 | $298,971.93 | $334,832.35 | $35,860.42 | 11.99% |
| YL Yosef Levy Y.D. More Investments Ltd. | 5,385 | $251,634.86 | $256,487.55 | $4,852.69 | 1.93% |
Joseph Castro Nuveen LLC | 359,701 | $14.69M | $17.13M | $2.44M | 16.63% |
| MPM Mark P. Mennitt CenterBook Partners LP | 29,874 | $1.26M | $1.36M | $106,052.7 | 8.44% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 80 | $3,945.6 | $3,810.4 | -$135.2 | -3.43% |
Sima Elimelech Activest Wealth Management | 5 | $233.25 | $238.35 | $5.1 | 2.19% |
Brian Baylis Bell Investment Advisors Inc. | 52 | $2,666.04 | $2,478.84 | -$187.2 | -7.02% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 2 | $107.46 | $95.34 | -$12.12 | -11.28% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 5,438 | $216,029.64 | $253,030.14 | $37,000.5 | 17.13% |
Bobby Adusumilli SJS Investment Consulting Inc. | 384 | $15,217.92 | $18,305.28 | $3,087.36 | 20.29% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 15,750 | $825,142 | $750,172.5 | -$74,969.5 | -9.09% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,285 | $65,813.23 | $61,204.55 | -$4,608.68 | -7% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 972 | $47,746.44 | $45,154.26 | -$2,592.18 | -5.43% |
Penny A. Phillips Journey Strategic Wealth LLC | 5,743 | $291,289.41 | $267,451.51 | -$23,837.9 | -8.18% |
Ana-Maria Ignat Covestor Ltd | 202 | $8,005.26 | $9,629.34 | $1,624.08 | 20.29% |
W. Travis McKinney HB Wealth Management LLC | 5,191 | $244,623.99 | $247,454.97 | $2,830.98 | 1.16% |
| MC mike Chen Byrne Asset Management LLC | 2,485 | $115,925.25 | $118,360.55 | $2,435.3 | 2.1% |
Robert Sinnaeve SS&H Financial Advisors Inc. | 44,600 | $1.28M | $2.12M | $844,724 | 66.02% |