| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Baylis Bell Investment Advisors Inc. | 538 | $12,519.26 | $12,955.04 | $435.78 | 3.48% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 3 | $75.39 | $70.08 | -$5.31 | -7.04% |
| SIM Studio Investment Management LLC Studio Investment Management LLC | 15,207 | $411,405.57 | $355,235.52 | -$56,170.05 | -13.65% |
Bobby Adusumilli SJS Investment Consulting Inc. | 88 | $2,047.76 | $2,055.68 | $7.92 | 0.39% |
Kea Molnar Cromwell Holdings LLC | 46 | $1,119.26 | $1,074.56 | -$44.7 | -3.99% |
Christopher Moore Paralel Advisors LLC | 105,738 | $2.66M | $2.52M | -$135,344.64 | -5.09% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 7,938 | $200,593 | $185,431.68 | -$15,161.32 | -7.56% |
Ashish Sharma DGS Capital Management LLC | 14,566 | $334,128.5 | $340,261.76 | $6,133.26 | 1.84% |
Candace Cavalier Congress Wealth Management LLC / DE / | 17,436 | $516,102.9 | $407,304.96 | -$108,797.94 | -21.08% |
Sara S. Alexander Sonora Investment Management Group LLC | 8,540 | $241,682 | $199,494.4 | -$42,187.6 | -17.46% |
Ana-Maria Ignat Covestor Ltd | 5,149 | $136,869.72 | $123,987.92 | -$12,881.8 | -9.41% |
Lonny Elfenbein West Michigan Advisors LLC | 1.79M | $56.37M | $41.88M | -$14.49M | -25.7% |
Bill McVay Red Tortoise LLC | 160 | $3,783.58 | $3,737.6 | -$45.98 | -1.22% |
W. Travis McKinney HB Wealth Management LLC | 11,755 | $256,846.75 | $274,596.8 | $17,750.05 | 6.91% |
Jeremy Baltz Raleigh Capital Management Inc. | 1 | $21.99 | $23.36 | $1.37 | 6.23% |
William Jollie Quent Capital LLC | 405 | $10,982.72 | $9,752.4 | -$1,230.32 | -11.2% |
Dalila Toledo Ascent Group LLC | 9,644 | $256,356.38 | $225,283.84 | -$31,072.54 | -12.12% |
Ed West Values First Advisors Inc. | 316 | $6,904.6 | $7,381.76 | $477.16 | 6.91% |
Chad Soukup jvl associates LLC | 22,291 | $489,263.31 | $520,717.76 | $31,454.45 | 6.43% |
Patricia A. Thompson Leeward Investments LLC - MA | 616,448 | $21.96M | $14.4M | -$7.56M | -34.43% |