| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kimberly Van Winkle Twelve Points Wealth Management LLC | 109,506 | $1.34M | $945,584.31 | -$389,986.26 | -29.2% |
Richard Slavik Newbridge Financial Services Group Inc. | 500 | $9,015 | $4,120 | -$4,895 | -54.3% |
Sima Elimelech Activest Wealth Management | 19 | $252.89 | $156.56 | -$96.33 | -38.09% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 12,261 | $102,992.4 | $104,525.02 | $1,532.62 | 1.49% |
Bobby Adusumilli SJS Investment Consulting Inc. | 4,089 | $38,339.31 | $35,001.84 | -$3,337.47 | -8.71% |
Kea Molnar Cromwell Holdings LLC | 19 | $253 | $161.69 | -$91.31 | -36.09% |
Ellen York T. Rowe Price Investment Management Inc. | 465,531 | $6.2M | $3.96M | -$2.23M | -36.06% |
Ashish Sharma DGS Capital Management LLC | 15,929 | $165,727.95 | $136,951.17 | -$28,776.78 | -17.36% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 63 | $1,216.05 | $519.12 | -$696.93 | -57.31% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 32 | $576.96 | $273.12 | -$303.84 | -52.66% |
Candace Cavalier Congress Wealth Management LLC / DE / | 12,756 | $132,917.52 | $108,872.46 | -$24,045.06 | -18.09% |
Sara S. Alexander Sonora Investment Management Group LLC | 23,255 | $791,267.32 | $201,620.85 | -$589,646.47 | -74.52% |
Bert Miller Miller Wealth Advisors LLC | 6,000 | $63,786.96 | $51,330 | -$12,456.96 | -19.53% |
Ana-Maria Ignat Covestor Ltd | 1,223 | $12,526.63 | $10,468.88 | -$2,057.75 | -16.43% |
Bill McVay Red Tortoise LLC | 251 | $2,510 | $2,152.32 | -$357.68 | -14.25% |
W. Travis McKinney HB Wealth Management LLC | 16,025 | $168,150.38 | $137,174 | -$30,976.38 | -18.42% |
William Jollie Quent Capital LLC | 1,462 | $14,620 | $12,514.72 | -$2,105.28 | -14.4% |
Taro Kuriyama Axq Capita LLP | 144,356 | $1.74M | $1.23M | -$515,704.02 | -29.6% |
Mariana Coli Dunhill Financial LLC | 2 | $20 | $17.12 | -$2.88 | -14.4% |
Drew Phillips Fortitude Family Office LLC | 175 | $1,470 | $1,498 | $28 | 1.9% |