| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jessica Clark Caerus Investment Advisors LLC | 27,274 | $288,286.18 | $236,874.69 | -$51,411.49 | -17.83% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 53,557 | $566,097.49 | $471,033.81 | -$95,063.68 | -16.79% |
Joseph Castro Nuveen LLC | 676,130 | $12.95M | $5.67M | -$7.28M | -56.24% |
| MPM Mark P. Mennitt CenterBook Partners LP | 42,111 | $445,113.27 | $360,259.6 | -$84,853.67 | -19.06% |
Sima Elimelech Activest Wealth Management | 996 | $13,684.59 | $8,695.08 | -$4,989.51 | -36.46% |
Brian Baylis Bell Investment Advisors Inc. | 2,332 | $26,877.57 | $20,358.36 | -$6,519.21 | -24.26% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 151,164 | $2.28M | $1.32M | -$956,868.12 | -42.03% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 3 | $31.71 | $26.19 | -$5.52 | -17.41% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 25,535 | $269,904.95 | $221,771.47 | -$48,133.48 | -17.83% |
Bobby Adusumilli SJS Investment Consulting Inc. | 5,514 | $59,544.67 | $48,137.22 | -$11,407.45 | -19.16% |
Kea Molnar Cromwell Holdings LLC | 83 | $1,120.6 | $727.91 | -$392.69 | -35.04% |
Ashish Sharma DGS Capital Management LLC | 10,689 | $106,248.66 | $91,978.84 | -$14,269.82 | -13.43% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 267 | $3,567.53 | $2,237.46 | -$1,330.07 | -37.28% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 31,244 | $330,249.08 | $270,416.82 | -$59,832.26 | -18.12% |
Dominic Corabi Wedmont Private Capital | 13,109 | $138,562.13 | $114,507.11 | -$24,055.02 | -17.36% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 3 | $81.48 | $26.43 | -$55.05 | -67.56% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 10,690 | $204,528.65 | $92,254.7 | -$112,273.95 | -54.89% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 5,384 | $110,250.07 | $46,329.32 | -$63,920.75 | -57.98% |
Daria Luddy Blue Door Asset Management LLC | 215,800 | $2.28M | $1.85M | -$432,679 | -18.97% |
Penny A. Phillips Journey Strategic Wealth LLC | 20,067 | $282,189.82 | $172,475.86 | -$109,713.96 | -38.88% |