| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kyle P. Smith NewEdge Wealth LLC | 6,887 | $219,006.6 | $194,833.23 | -$24,173.37 | -11.04% |
Matthew Carney Nfj Investment Group LLC | 245,069 | $7.8M | $6.97M | -$820,981.15 | -10.53% |
Joseph Castro Nuveen LLC | 276,041 | $7.99M | $7.7M | -$280,850.23 | -3.52% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 19,386 | $592,491.32 | $548,623.8 | -$43,867.52 | -7.4% |
Bobby Adusumilli SJS Investment Consulting Inc. | 265 | $8,822.43 | $7,499.5 | -$1,322.93 | -15% |
Ellen York T. Rowe Price Investment Management Inc. | 366,965 | $12.14M | $10.4M | -$1.74M | -14.32% |
Ashish Sharma DGS Capital Management LLC | 6,897 | $219,324.6 | $194,805.76 | -$24,518.84 | -11.18% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1 | $31.81 | $27.91 | -$3.9 | -12.26% |
Ana-Maria Ignat Covestor Ltd | 303 | $9,635.05 | $8,574.9 | -$1,060.15 | -11% |
W. Travis McKinney HB Wealth Management LLC | 10,329 | $291,226.16 | $292,310.7 | $1,084.54 | 0.37% |
David K. Balsdon Harvest Portfolios Group Inc. | 34,691 | $1.04M | $981,234.93 | -$57,863.15 | -5.57% |
| JG John Ginter Callan Family Office LLC | 10,361 | $300,578.53 | $293,112.69 | -$7,465.84 | -2.48% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 24,243 | $676,772.63 | $687,531.48 | $10,758.85 | 1.59% |
Mariana Coli Dunhill Financial LLC | 2 | $54.74 | $56.64 | $1.9 | 3.47% |
Lukas Lindgren Abound Wealth Management | 5 | $169.23 | $141.55 | -$27.68 | -16.36% |
Drew Phillips Fortitude Family Office LLC | 22 | $734 | $622.6 | -$111.4 | -15.18% |
Kevin Kroskey True Wealth Design LLC | 29 | $903.06 | $820.7 | -$82.36 | -9.12% |
| DD Damir Durkovic Entropy Technologies, LP | 15,635 | $521,584 | $442,939.55 | -$78,644.45 | -15.08% |
Tony Macafee UniSuper Management Pty Ltd | 6,800 | $213,503 | $192,032 | -$21,471 | -10.06% |
| AA Andrew Alkon EntryPoint Capital, LLC | 29,635 | $845,524 | $839,115.02 | -$6,408.98 | -0.76% |