| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffery Yorg Focus Partners Advisor Solutions LLC | 16,031 | $460,466.42 | $442,615.91 | -$17,850.51 | -3.88% |
| TCL Therese C.D. Linden Bank of New Hampshire | 74,675 | $1.71M | $2.07M | $358,007.73 | 20.95% |
Joseph Castro Nuveen LLC | 1.04M | $27.43M | $28.37M | $939,707.14 | 3.43% |
James D. King Lindenwold Advisors Inc. | 15,786 | $343,574.8 | $433,562.49 | $89,987.69 | 26.19% |
Sima Elimelech Activest Wealth Management | 3 | $87.66 | $82.83 | -$4.83 | -5.51% |
Brian Baylis Bell Investment Advisors Inc. | 580 | $10,883.48 | $16,013.8 | $5,130.32 | 47.14% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 19,995 | $509,222.2 | $552,061.95 | $42,839.75 | 8.41% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 4 | $112.92 | $110.44 | -$2.48 | -2.2% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 50,449 | $1.11M | $1.39M | $278,441.89 | 24.97% |
Bobby Adusumilli SJS Investment Consulting Inc. | 1,239 | $36,203.58 | $34,208.79 | -$1,994.79 | -5.51% |
Kea Molnar Cromwell Holdings LLC | 35 | $974 | $961.97 | -$12.03 | -1.24% |
Ashish Sharma DGS Capital Management LLC | 79,061 | $1.49M | $2.19M | $699,071.78 | 46.93% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 14 | $411.61 | $382.06 | -$29.55 | -7.18% |
Dominic Corabi Wedmont Private Capital | 8,298 | $244,376.1 | $228,029.04 | -$16,347.06 | -6.69% |
Clint Dunn Beaird Harris Wealth Management LLC | 54 | $1,511.31 | $1,496.34 | -$14.97 | -0.99% |
Caroline Jankowski Operose Advisors LLC | 17,571 | $262,776.27 | $486,277.42 | $223,501.15 | 85.05% |
Ana-Maria Ignat Covestor Ltd | 1,715 | $50,112.3 | $47,351.15 | -$2,761.15 | -5.51% |
W. Travis McKinney HB Wealth Management LLC | 24,415 | $691,042.11 | $674,098.15 | -$16,943.96 | -2.45% |
William Jollie Quent Capital LLC | 4,336 | $123,205.27 | $119,716.96 | -$3,488.31 | -2.83% |
Missy Straw Nilsine Partners LLC | 116,284 | $2.05M | $3.22M | $1.16M | 56.66% |