| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kurt Van Dyken Lifeworks Advisors LLC | 82,371 | $5.81M | $4.76M | -$1.05M | -18.11% |
Kimberly Cappellano Private Wealth Asset Management LLC | 321 | $21,728.55 | $18,537.75 | -$3,190.8 | -14.68% |
| SE Sima Elimelech Activest Wealth Management | 122 | $8,405.94 | $7,150.42 | -$1,255.52 | -14.94% |
Brian Baylis Bell Investment Advisors Inc. | 1,092 | $51,051.18 | $62,822.76 | $11,771.58 | 23.06% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 26,342 | $1.78M | $1.49M | -$284,258.98 | -15.98% |
Andrew Endelman Independent Wealth Network Inc. | 15,171 | $834,451.36 | $876,125.25 | $41,673.89 | 4.99% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 7,333 | $403,268.99 | $414,754.48 | $11,485.49 | 2.85% |
Bobby Adusumilli SJS Investment Consulting Inc. | 5,232 | $255,167.96 | $296,811.36 | $41,643.4 | 16.32% |
Kea Molnar Cromwell Holdings LLC | 1,972 | $107,993.11 | $116,200.1 | $8,206.99 | 7.6% |
| DS David Spratt Badgley Phelps Wealth Managers LLC | 2,910 | $210,567.6 | $167,412.3 | -$43,155.3 | -20.49% |
| RF Rekah Franca Catalyst Funds Management Pty Ltd. | 19,176 | $1.39M | $1.1M | -$284,379.72 | -20.49% |
| EY Ellen York T. Rowe Price Investment Management Inc. | 14,680 | $986,226.4 | $832,796.4 | -$153,430 | -15.56% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 9,932 | $559,046.15 | $584,200.24 | $25,154.09 | 4.5% |
| SCM Spring Capital Management LLC Spring Capital Management LLC | 89,359 | $5.18M | $5.27M | $83,809.95 | 1.62% |
| OFA Olalekan F. Adeduji Washington Trust Advisors Inc. | 18 | $1,302.48 | $1,021.14 | -$281.34 | -21.6% |
Ashish Sharma DGS Capital Management LLC | 19,882 | $1.06M | $1.13M | $65,161.89 | 6.13% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 3,252 | $202,615.72 | $183,672.96 | -$18,942.76 | -9.35% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 30,034 | $1.77M | $1.69M | -$77,882.06 | -4.4% |
Justin Fulmer Shelton Wealth Management LLC | 10,993 | $795,453.48 | $640,012.46 | -$155,441.02 | -19.54% |
| DC Dominic Corabi Wedmont Private Capital | 8,905 | $469,820.53 | $518,449.1 | $48,628.57 | 10.35% |