| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 200 | $33,104.15 | $24,298 | -$8,806.15 | -26.6% |
Michelle Dubey Yousif Capital Management LLC | 15,755 | $2.79M | $1.91M | -$880,674.54 | -31.51% |
| CAL CSM Advisors LLC CSM Advisors LLC | 51,046 | $5.21M | $6.18M | $971,024.73 | 18.63% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 3,307 | $388,726.27 | $400,676.12 | $11,949.85 | 3.07% |
Joseph Castro Nuveen LLC | 205,079 | $23.05M | $24.48M | $1.43M | 6.2% |
Sima Elimelech Activest Wealth Management | 2 | $267.58 | $238.76 | -$28.82 | -10.77% |
Brian Baylis Bell Investment Advisors Inc. | 156 | $16,742.93 | $18,952.44 | $2,209.51 | 13.2% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1 | $133.79 | $119.38 | -$14.41 | -10.77% |
Bobby Adusumilli SJS Investment Consulting Inc. | 82 | $9,775.13 | $9,962.18 | $187.05 | 1.91% |
Kea Molnar Cromwell Holdings LLC | 13 | $1,403.38 | $1,578.98 | $175.6 | 12.51% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 1,844 | $211,814.7 | $223,004.14 | $11,189.44 | 5.28% |
Ashish Sharma DGS Capital Management LLC | 6,115 | $643,477.81 | $740,587.65 | $97,109.84 | 15.09% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 4 | $378.8 | $487.6 | $108.8 | 28.72% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 5,898 | $533,926.19 | $715,899.24 | $181,973.05 | 34.08% |
| RM Robert Macaulay Jmac Enterprises LLC | 3,900 | $472,212 | $478,920 | $6,708 | 1.42% |
Ana-Maria Ignat Covestor Ltd | 941 | $95,469.6 | $114,322.09 | $18,852.49 | 19.75% |
W. Travis McKinney HB Wealth Management LLC | 2,560 | $320,386.99 | $311,014.4 | -$9,372.59 | -2.93% |
| DC Debora Caley Richwood Investment Advisors LLC | 3,819 | $383,764.97 | $463,168.32 | $79,403.35 | 20.69% |
William Jollie Quent Capital LLC | 374 | $37,628.14 | $45,437.26 | $7,809.12 | 20.75% |
Dalila Toledo Ascent Group LLC | 1,882 | $215,677.2 | $228,719.46 | $13,042.26 | 6.05% |