| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DG Dana Glandien Siemens Fonds Invest GmbH | 1,660 | $253,825.6 | $221,593.42 | -$32,232.18 | -12.7% |
Jeff Ameen Spire Wealth Management | 235 | $36,454.05 | $31,099.9 | -$5,354.15 | -14.69% |
Drew Waldron Canvas Wealth Advisors LLC | 2,946 | $416,516.06 | $389,873.64 | -$26,642.42 | -6.4% |
Michelle Dubey Yousif Capital Management LLC | 22,507 | $4.62M | $2.98M | -$1.65M | -35.59% |
Daren Blonski Fermata Advisors LLC | 1,450 | $200,216 | $191,893 | -$8,323 | -4.16% |
Kyle P. Smith NewEdge Wealth LLC | 4,950 | $735,666.06 | $667,804.5 | -$67,861.56 | -9.22% |
Jessica Clark Caerus Investment Advisors LLC | 2,682 | $370,330.57 | $358,020.21 | -$12,310.36 | -3.32% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 6,467 | $892,963.37 | $870,199.52 | -$22,763.85 | -2.55% |
Joseph Castro Nuveen LLC | 589,836 | $86.14M | $78.06M | -$8.08M | -9.38% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 1,911 | $263,870.88 | $252,901.74 | -$10,969.14 | -4.16% |
Sima Elimelech Activest Wealth Management | 300 | $40,686.99 | $39,702 | -$984.99 | -2.42% |
Brian Baylis Bell Investment Advisors Inc. | 16 | $2,152.87 | $2,159.36 | $6.49 | 0.3% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 15,262 | $2.16M | $2.02M | -$139,986.14 | -6.48% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 2,085 | $254,620.2 | $275,928.9 | $21,308.7 | 8.37% |
| DC Donie Carlson DMC Group LLC | 1,727 | $271,948.18 | $228,551.18 | -$43,397 | -15.96% |
Bobby Adusumilli SJS Investment Consulting Inc. | 528 | $65,395.08 | $69,875.52 | $4,480.44 | 6.85% |
Kea Molnar Cromwell Holdings LLC | 336 | $47,606.94 | $44,466.24 | -$3,140.7 | -6.6% |
Christopher Moore Paralel Advisors LLC | 8,000 | $1.05M | $1.06M | $6,080 | 0.58% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 1,800 | $219,816 | $242,838 | $23,022 | 10.47% |
Nathan C. Goodman Family Investment Center Inc. | 1,440 | $200,074 | $190,569.6 | -$9,504.4 | -4.75% |