| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
PAX Financial Group PAX Financial Group LLC | 2,674 | $240,367.89 | $235,071.34 | -$5,296.55 | -2.2% |
| YA Yinka Akinsola Blue Trust Inc. | 1,825 | $274,124.73 | $150,288.75 | -$123,835.98 | -45.18% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 2,967 | $338,254.59 | $257,594.94 | -$80,659.65 | -23.85% |
Jeff Ameen Spire Wealth Management | 857 | $88,069.63 | $70,573.95 | -$17,495.68 | -19.87% |
Michelle Dubey Yousif Capital Management LLC | 26,795 | $3.06M | $2.21M | -$856,667.77 | -27.97% |
Jennifer Easley Gitterman Wealth Management LLC | 1,916 | $238,067.18 | $157,782.6 | -$80,284.58 | -33.72% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 6,731 | $1.19M | $554,297.85 | -$640,683.9 | -53.61% |
Kyle P. Smith NewEdge Wealth LLC | 5,489 | $596,937.45 | $469,858.4 | -$127,079.05 | -21.29% |
Jessica Clark Caerus Investment Advisors LLC | 2,654 | $230,473.36 | $230,420.28 | -$53.08 | -0.02% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 6,621 | $574,967.64 | $561,593.22 | -$13,374.42 | -2.33% |
Joseph Castro Nuveen LLC | 586,991 | $68.68M | $51.39M | -$17.29M | -25.17% |
Beatriz Gutierrez Junco CV Advisors LLC | 6,100 | $551,989 | $502,335 | -$49,654 | -9% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 13,662 | $1.63M | $1.13M | -$502,950.15 | -30.89% |
Kimberly Cappellano Private Wealth Asset Management LLC | 96 | $11,018.86 | $8,404.8 | -$2,614.06 | -23.72% |
Sima Elimelech Activest Wealth Management | 202 | $18,479.45 | $16,634.7 | -$1,844.75 | -9.98% |
Brian Baylis Bell Investment Advisors Inc. | 61 | $8,513.91 | $5,378.98 | -$3,134.93 | -36.82% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 3,798 | $343,783 | $312,765.3 | -$31,017.7 | -9.02% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 14,881 | $1.94M | $1.27M | -$670,893.65 | -34.6% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1 | $90.49 | $82.35 | -$8.14 | -9% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 6,960 | $753,788.35 | $573,156 | -$180,632.35 | -23.96% |