| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kyle P. Smith NewEdge Wealth LLC | 8,068 | $273,908.6 | $264,388.36 | -$9,520.24 | -3.48% |
Jessica Clark Caerus Investment Advisors LLC | 11,001 | $320,902.67 | $369,303.57 | $48,400.9 | 15.08% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 49,347 | $1.25M | $1.62M | $369,692.79 | 29.66% |
Joseph Castro Nuveen LLC | 4.28M | $127.43M | $140.61M | $13.18M | 10.34% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 7,273 | $276,951.71 | $243,936.42 | -$33,015.29 | -11.92% |
Richard Slavik Newbridge Financial Services Group Inc. | 110 | $3,125.67 | $3,611.3 | $485.63 | 15.54% |
Kimberly Cappellano Private Wealth Asset Management LLC | 393 | $9,970.04 | $12,725.34 | $2,755.3 | 27.64% |
Sima Elimelech Activest Wealth Management | 921 | $35,909.79 | $30,236.43 | -$5,673.36 | -15.8% |
Brian Baylis Bell Investment Advisors Inc. | 365 | $9,522.27 | $12,004.85 | $2,482.58 | 26.07% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 62,770 | $2.09M | $2.11M | $18,309.25 | 0.88% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 58,822 | $2.2M | $1.93M | -$260,963.28 | -11.89% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 6 | $203.7 | $196.98 | -$6.72 | -3.3% |
| AB Andrew Blass Atlantic Private Wealth LLC | 15 | $423.9 | $503.32 | $79.42 | 18.74% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 31,578 | $807,949.3 | $1.02M | $212,809.55 | 26.34% |
Bobby Adusumilli SJS Investment Consulting Inc. | 590 | $19,847.25 | $19,405.1 | -$442.15 | -2.23% |
Kea Molnar Cromwell Holdings LLC | 2,947 | $93,435.64 | $95,998.52 | $2,562.88 | 2.74% |
Dinan Hu R Squared Ltd | 12,869 | $436,903 | $430,339.36 | -$6,563.64 | -1.5% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 135,071 | $4.86M | $4.54M | -$324,329.12 | -6.67% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 16,278 | $478,255.32 | $528,465.27 | $50,209.95 | 10.5% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 8,272 | $322,525.28 | $272,066.08 | -$50,459.2 | -15.65% |