| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DG Dana Glandien Siemens Fonds Invest GmbH | 1,392 | $186,710.95 | $189,270.24 | $2,559.29 | 1.37% |
Jeff Ameen Spire Wealth Management | 690 | $115,088.67 | $94,495.5 | -$20,593.17 | -17.89% |
Michelle Dubey Yousif Capital Management LLC | 28,979 | $2.55M | $3.97M | $1.42M | 55.59% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 9,028 | $1.45M | $1.23M | -$221,914.99 | -15.27% |
Jessica Clark Caerus Investment Advisors LLC | 1,509 | $212,585.97 | $205,601.25 | -$6,984.72 | -3.29% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 11,434 | $1.57M | $1.56M | -$11,765.22 | -0.75% |
Joseph Castro Nuveen LLC | 459,301 | $56.83M | $62.42M | $5.59M | 9.84% |
James D. King Lindenwold Advisors Inc. | 2,241 | $249,444.14 | $307,487.61 | $58,043.47 | 23.27% |
Sima Elimelech Activest Wealth Management | 100 | $14,072.01 | $13,591 | -$481.01 | -3.42% |
Brian Baylis Bell Investment Advisors Inc. | 41 | $5,328.74 | $5,614.95 | $286.21 | 5.37% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 6,899 | $1.16M | $939,022.89 | -$223,318.11 | -19.21% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 299,741 | $40.55M | $41.05M | $495,184.35 | 1.22% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1 | $168.54 | $135.91 | -$32.63 | -19.36% |
| JB John Brim Smith Group Asset Management LLC | 2,900 | $488,766 | $399,794 | -$88,972 | -18.2% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 7,417 | $1.03M | $1.02M | -$13,516.84 | -1.31% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 1,315 | $221,624 | $179,366 | -$42,258 | -19.07% |
Bobby Adusumilli SJS Investment Consulting Inc. | 255 | $34,784.32 | $34,922.25 | $137.93 | 0.4% |
Andrew J. Whalen Whalen Wealth Management Inc. | 3,706 | $487,219.03 | $508,944.98 | $21,725.95 | 4.46% |
Kea Molnar Cromwell Holdings LLC | 27 | $3,716.24 | $3,707.1 | -$9.14 | -0.25% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 2,600 | $438,191 | $354,172 | -$84,019 | -19.17% |