| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffery Yorg Focus Partners Advisor Solutions LLC | 39,381 | $1.02M | $978,224.04 | -$42,738.16 | -4.19% |
Kasey Fegan Corsicana & Co. | 1,050 | $31,255.5 | $26,082 | -$5,173.5 | -16.55% |
Joseph Castro Nuveen LLC | 5.16M | $142.96M | $128.28M | -$14.68M | -10.27% |
| SC Suzanne Cross JTC Employer Solutions Trustee Ltd | 1,239 | $30,875.88 | $30,776.76 | -$99.12 | -0.32% |
Kurt Van Dyken Lifeworks Advisors LLC | 248,007 | $6.43M | $6.16M | -$270,253.06 | -4.2% |
Kimberly Cappellano Private Wealth Asset Management LLC | 1,621 | $40,350.86 | $40,265.64 | -$85.22 | -0.21% |
| SE Sima Elimelech Activest Wealth Management | 381 | $8,488.68 | $9,464.04 | $975.36 | 11.49% |
Brian Baylis Bell Investment Advisors Inc. | 728 | $21,155.41 | $18,083.52 | -$3,071.89 | -14.52% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 45,097 | $1.14M | $1.12M | -$21,814.84 | -1.91% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 65,014 | $1.81M | $1.61M | -$192,659.2 | -10.66% |
| MD Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 24 | $701.96 | $596.16 | -$105.8 | -15.07% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 11,855 | $260,098.7 | $294,478.2 | $34,379.5 | 13.22% |
Christopher Davis Burns Matteson Capital Management LLC | 30,249 | $663,663 | $751,385.16 | $87,722.16 | 13.22% |
Bobby Adusumilli SJS Investment Consulting Inc. | 826 | $21,042.95 | $20,517.84 | -$525.11 | -2.5% |
Kea Molnar Cromwell Holdings LLC | 2,725 | $80,246.88 | $67,689 | -$12,557.88 | -15.65% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 10,902 | $366,825.13 | $270,805.68 | -$96,019.45 | -26.18% |
| OFA Olalekan F. Adeduji Washington Trust Advisors Inc. | 58 | $1,114.18 | $1,440.72 | $326.54 | 29.31% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,500 | $65,596.17 | $62,100 | -$3,496.17 | -5.33% |
| HC Harry Cowley Stonegate Investment Group LLC | 14,022 | $443,808.56 | $348,306.48 | -$95,502.08 | -21.52% |
| DC Dominic Corabi Wedmont Private Capital | 9,202 | $176,770.42 | $228,577.68 | $51,807.26 | 29.31% |