| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 46,852 | $309,619.74 | $228,169.24 | -$81,450.5 | -26.31% |
Michelle Dubey Yousif Capital Management LLC | 319,420 | $684,999.86 | $1.56M | $870,575.54 | 127.09% |
Dipen Mehta Invst LLC | 13,255 | $159,896.16 | $61,503.2 | -$98,392.96 | -61.54% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 22,776 | $163,791.56 | $108,527.64 | -$55,263.92 | -33.74% |
Joseph Castro Nuveen LLC | 6.87M | $32.67M | $33.48M | $806,978.27 | 2.47% |
Richard Slavik Newbridge Financial Services Group Inc. | 3,300 | $18,422 | $16,071 | -$2,351 | -12.76% |
| BO Brian Oliveira Clear Street Group Inc. | 12 | $74.75 | $58.14 | -$16.61 | -22.22% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 46,186 | $250,942.77 | $213,841.18 | -$37,101.59 | -14.78% |
Brian Baylis Bell Investment Advisors Inc. | 150 | $826.7 | $730.5 | -$96.2 | -11.64% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 20,036 | $153,922 | $91,764.88 | -$62,157.12 | -40.38% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 32,088 | $246,435.84 | $155,950.89 | -$90,484.95 | -36.72% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 7 | $53.76 | $34.09 | -$19.67 | -36.59% |
Bobby Adusumilli SJS Investment Consulting Inc. | 10,504 | $74,617.99 | $51,154.48 | -$23,463.51 | -31.44% |
Jenell Wunsch Sora Investors LLC | 336,666 | $2.59M | $1.6M | -$983,064.72 | -38.02% |
Ellen York T. Rowe Price Investment Management Inc. | 1.51M | $11.62M | $6.9M | -$4.72M | -40.62% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 32,006 | $47,240.57 | $151,548.41 | $104,307.84 | 220.8% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 18,018 | $127,170.69 | $81,981.9 | -$45,188.79 | -35.53% |
Matthew B. Boersen Straight Path Wealth Management | 40,000 | $175,200 | $190,200 | $15,000 | 8.56% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 18 | $19.8 | $82.35 | $62.55 | 315.91% |
Ana-Maria Ignat Covestor Ltd | 1,004 | $4,397.52 | $4,889.48 | $491.96 | 11.19% |