| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kyle P. Smith NewEdge Wealth LLC | 5,876 | $700,845.86 | $612,984.32 | -$87,861.54 | -12.54% |
| CAL CSM Advisors LLC CSM Advisors LLC | 2,459 | $320,840.3 | $244,572.14 | -$76,268.16 | -23.77% |
Ben Rothwell Keystone Financial Services | 2,248 | $218,667.36 | $232,195.92 | $13,528.56 | 6.19% |
| TCL Therese C.D. Linden Bank of New Hampshire | 3,172 | $388,334.87 | $315,487.12 | -$72,847.75 | -18.76% |
Joseph Castro Nuveen LLC | 163,819 | $20.84M | $16.29M | -$4.54M | -21.8% |
Sima Elimelech Activest Wealth Management | 66 | $7,277.16 | $6,564.36 | -$712.8 | -9.8% |
Brian Baylis Bell Investment Advisors Inc. | 364 | $40,303.9 | $37,976.12 | -$2,327.78 | -5.78% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 6,686 | $766,884.2 | $664,989.56 | -$101,894.64 | -13.29% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1 | $97.41 | $99.46 | $2.05 | 2.1% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 9,503 | $1.06M | $945,168.38 | -$111,481.82 | -10.55% |
Bobby Adusumilli SJS Investment Consulting Inc. | 568 | $67,467.58 | $56,493.28 | -$10,974.3 | -16.27% |
Kea Molnar Cromwell Holdings LLC | 21 | $2,397.44 | $2,088.66 | -$308.78 | -12.88% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 9,200 | $871,332 | $959,744 | $88,412 | 10.15% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 3,591 | $390,229.95 | $357,160.86 | -$33,069.09 | -8.47% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 2,720 | $266,919.62 | $270,531.2 | $3,611.58 | 1.35% |
Ashish Sharma DGS Capital Management LLC | 5,637 | $635,064.42 | $560,656.02 | -$74,408.4 | -11.72% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 3,321 | $368,176.9 | $330,306.66 | -$37,870.24 | -10.29% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1 | $112.66 | $99.46 | -$13.2 | -11.72% |
Candace Cavalier Congress Wealth Management LLC / DE / | 1,944 | $262,848.24 | $193,350.24 | -$69,498 | -26.44% |
John Keene Keene & Associates Inc. | 30,578 | $2.92M | $3.04M | $117,225.13 | 4.01% |