| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sima Elimelech Activest Wealth Management | 899 | $41,310.73 | $96,759.37 | $55,448.64 | 134.22% |
Brian Baylis Bell Investment Advisors Inc. | 4 | $473.08 | $354.36 | -$118.72 | -25.1% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 49,791 | $5.22M | $4.52M | -$704,759.47 | -13.49% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1 | $118.27 | $107.63 | -$10.64 | -9% |
| AB Andrew Blass Atlantic Private Wealth LLC | 10 | $459.4 | $887.8 | $428.4 | 93.25% |
Bobby Adusumilli SJS Investment Consulting Inc. | 10 | $469.1 | $1,076.3 | $607.2 | 129.44% |
Dinan Hu R Squared Ltd | 2,879 | $332,366 | $266,883.3 | -$65,482.7 | -19.7% |
Ellen York T. Rowe Price Investment Management Inc. | 1.97M | $88.37M | $168.54M | $80.18M | 90.73% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 540 | $25,991.2 | $58,120.2 | $32,129 | 123.61% |
Craig Kurth PCG Wealth Advisors LLC | 6,567 | $308,057.97 | $706,806.21 | $398,748.24 | 129.44% |
Ana-Maria Ignat Covestor Ltd | 15,316 | $703,617.04 | $1.36M | $653,227.4 | 92.84% |
Jeremy Baltz Raleigh Capital Management Inc. | 100 | $4,594 | $10,763 | $6,169 | 134.28% |
James Peterson Nearwater Capital Markets Ltd. | 1.16M | $134.09M | $99.24M | -$34.85M | -25.99% |
Taro Kuriyama Axq Capita LLP | 5,037 | $581,496 | $467,232.12 | -$114,263.88 | -19.65% |
David K. Balsdon Harvest Portfolios Group Inc. | 39,664 | $1.33M | $3.6M | $2.27M | 170.68% |
CJ Harrison DecisionPoint Financial LLC | 2 | $236.54 | $185.4 | -$51.14 | -21.62% |
Anita Woodhouse V-Square Quantitative Management LLC | 406 | $46,871 | $43,697.78 | -$3,173.22 | -6.77% |
Drew Phillips Fortitude Family Office LLC | 101 | $1,676.1 | $10,870.63 | $9,194.53 | 548.57% |
Daniel Guy Ethos Financial Group LLC | 11,800 | $137,116 | $1.27M | $1.13M | 826.25% |
Mark Meredith Meredith Wealth Planning | 3,683 | $425,184 | $396,401.29 | -$28,782.71 | -6.77% |