| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kyle P. Smith NewEdge Wealth LLC | 26,577 | $1.83M | $2.22M | $393,556.11 | 21.55% |
Derek Batts Union Heritage Capital LLC | 70,458 | $5.32M | $5.77M | $449,780.41 | 8.45% |
| YL Yosef Levy Y.D. More Investments Ltd. | 6,048 | $508,862.21 | $485,654.4 | -$23,207.81 | -4.56% |
Joseph Castro Nuveen LLC | 335,318 | $28.02M | $27.96M | -$59,674.67 | -0.21% |
| MPM Mark P. Mennitt CenterBook Partners LP | 11,458 | $869,203.88 | $955,368.04 | $86,164.16 | 9.91% |
Kimberly Cappellano Private Wealth Asset Management LLC | 16,500 | $1.38M | $1.38M | -$2,145 | -0.16% |
Brian Baylis Bell Investment Advisors Inc. | 69 | $4,582.7 | $5,764.26 | $1,181.56 | 25.78% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 5,701 | $478,201.08 | $452,545.38 | -$25,655.7 | -5.37% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 2 | $151.72 | $158.76 | $7.04 | 4.64% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 3,271 | $276,890.15 | $259,651.98 | -$17,238.17 | -6.23% |
Bobby Adusumilli SJS Investment Consulting Inc. | 154 | $12,822.91 | $12,224.52 | -$598.39 | -4.67% |
Kea Molnar Cromwell Holdings LLC | 26 | $2,184.73 | $2,063.88 | -$120.85 | -5.53% |
Ellen York T. Rowe Price Investment Management Inc. | 47,863 | $4.05M | $3.92M | -$129,708.73 | -3.2% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 6,945 | $551,993.41 | $551,294.1 | -$699.31 | -0.13% |
| KWM Kolinsky Wealth Management LLC Kolinsky Wealth Management LLC | 4,231 | $341,498.02 | $335,856.78 | -$5,641.24 | -1.65% |
Susan M. Stiles Stiles Financial Services Inc. | 19,315 | $1.56M | $1.59M | $36,417.66 | 2.34% |
David Doumani PineStone Asset Management Inc. | 3.19M | $258.01M | $252.89M | -$5.13M | -1.99% |
| RS Radon Stancil POM Investment Strategies LLC | 16 | $1,210 | $1,270.08 | $60.08 | 4.97% |
Derek Swedberg PACK Private Wealth LLC | 153,713 | $12.39M | $12.68M | $287,443.31 | 2.32% |
Albert Luong Canoe Financia LLP | 77,471 | $6.53M | $6.15M | -$380,382.56 | -5.83% |