| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kyle P. Smith NewEdge Wealth LLC | 17,697 | $1.92M | $1.53M | -$389,794.68 | -20.31% |
Joseph Castro Nuveen LLC | 89,488 | $8.11M | $7.83M | -$283,354.06 | -3.49% |
| MPM Mark P. Mennitt CenterBook Partners LP | 12,416 | $1.24M | $1.05M | -$196,172.8 | -15.78% |
Brian Baylis Bell Investment Advisors Inc. | 12 | $1,259.08 | $1,047.84 | -$211.24 | -16.78% |
Bobby Adusumilli SJS Investment Consulting Inc. | 5 | $543.26 | $436.02 | -$107.24 | -19.74% |
Ellen York T. Rowe Price Investment Management Inc. | 79,834 | $9.82M | $6.97M | -$2.85M | -29% |
Bradley W. Clark Paladin Advisory Group LLC | 20 | $2,197.4 | $1,681 | -$516.4 | -23.5% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 40 | $4,736.32 | $3,297.6 | -$1,438.72 | -30.38% |
| KWM Kolinsky Wealth Management LLC Kolinsky Wealth Management LLC | 2,019 | $248,271.66 | $167,849.56 | -$80,422.1 | -32.39% |
Candace Cavalier Congress Wealth Management LLC / DE / | 21,793 | $2.27M | $1.88M | -$386,940.64 | -17.08% |
Ana-Maria Ignat Covestor Ltd | 487 | $59,092.58 | $42,468.83 | -$16,623.75 | -28.13% |
| MC mike Chen Byrne Asset Management LLC | 50 | $4,559.5 | $4,215.5 | -$344 | -7.54% |
Matt Monson Sovereign's Capital Management LLC | 35,310 | $3.33M | $3.07M | -$261,319.96 | -7.84% |
Michael Byun SageView Advisory Group LLC | 2,401 | $284,402.09 | $202,428.31 | -$81,973.78 | -28.82% |
CJ Harrison DecisionPoint Financial LLC | 1 | $103 | $87.27 | -$15.73 | -15.27% |
| JG John Ginter Callan Family Office LLC | 22,676 | $2.15M | $1.95M | -$191,150.29 | -8.91% |
Lukas Lindgren Abound Wealth Management | 163 | $16,659.65 | $14,194.04 | -$2,465.61 | -14.8% |
Drew Phillips Fortitude Family Office LLC | 13 | $1,520.38 | $1,130.54 | -$389.84 | -25.64% |
Bert D. Barre Colonial Trust Co. / SC | 10 | $1,207.84 | $860.5 | -$347.34 | -28.76% |
Brian Matter Creative Capital Management Investments LLC | 11 | $1,101.32 | $959.97 | -$141.35 | -12.83% |