| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 2,777 | $30,061.28 | $28,783.6 | -$1,277.68 | -4.25% |
Dodge & Cox Dodge & Cox Funds | 4.48M | $39.06M | $46.45M | $7.38M | 18.91% |
| ABB Alexander Bjornager Bonde Danske Bank A/S | 300 | $3,342 | $3,109.5 | -$232.5 | -6.96% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 506 | $5,823.54 | $5,242.16 | -$581.38 | -9.98% |
| YA Yinka Akinsola Blue Trust Inc. | 52 | $565.24 | $536.12 | -$29.12 | -5.15% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 15,084 | $170,883.44 | $155,316.93 | -$15,566.51 | -9.11% |
Joseph Castro Nuveen LLC | 990,250 | $11.41M | $10.21M | -$1.2M | -10.54% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 52,630 | $596,206.21 | $539,720.65 | -$56,485.56 | -9.47% |
| RS Richard Sproll Tejara Capital Ltd. | 193,200 | $2.34M | $1.98M | -$354,522 | -15.18% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 23 | $215.25 | $237.13 | $21.88 | 10.16% |
Bobby Adusumilli SJS Investment Consulting Inc. | 291 | $3,241.74 | $2,991.48 | -$250.26 | -7.72% |
Kea Molnar Cromwell Holdings LLC | 18 | $218 | $184.59 | -$33.41 | -15.33% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 98 | $1,091.72 | $1,010.38 | -$81.34 | -7.45% |
Amir Ali Monsefi Aire Advisors LLC | 20,594 | $260,608.64 | $212,221.17 | -$48,387.47 | -18.57% |
Ana-Maria Ignat Covestor Ltd | 74 | $766.84 | $762.94 | -$3.9 | -0.51% |
Courtney Lawson Autumn Glory Partners LLC | 12,558 | $136,515.22 | $128,782.29 | -$7,732.93 | -5.66% |
William Jollie Quent Capital LLC | 508 | $5,724.08 | $5,224.78 | -$499.3 | -8.72% |
| TIM Tevis Investment Management Tevis Investment Management | 90,618 | $921,394.99 | $941,521.02 | $20,126.03 | 2.18% |
Drew Phillips Fortitude Family Office LLC | 182 | $2,076.49 | $1,893.71 | -$182.78 | -8.8% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 31,645 | $382,588 | $326,259.95 | -$56,328.05 | -14.72% |