| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffery Yorg Focus Partners Advisor Solutions LLC | 4,146 | $332,736.04 | $273,553.08 | -$59,182.96 | -17.79% |
Joseph Castro Nuveen LLC | 117,495 | $8.55M | $7.68M | -$873,074.36 | -10.21% |
Brian Baylis Bell Investment Advisors Inc. | 24 | $1,507.92 | $1,576.08 | $68.16 | 4.52% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 3,135 | $249,848.66 | $205,875.45 | -$43,973.21 | -17.6% |
Bobby Adusumilli SJS Investment Consulting Inc. | 2,144 | $170,069.6 | $140,796.48 | -$29,273.12 | -17.21% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 10,098 | $739,328.6 | $665,458.2 | -$73,870.4 | -9.99% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 7 | $475.09 | $457.52 | -$17.57 | -3.7% |
Ana-Maria Ignat Covestor Ltd | 444 | $33,908.28 | $29,157.48 | -$4,750.8 | -14.01% |
John Swift Benchmark Investment Advisors LLC | 5,000 | $314,150 | $330,650 | $16,500 | 5.25% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 21,271 | $1.42M | $1.41M | -$14,933.8 | -1.05% |
Tony Macafee UniSuper Management Pty Ltd | 5,700 | $330,140 | $375,630 | $45,490 | 13.78% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,072 | $80,088.02 | $70,065.92 | -$10,022.1 | -12.51% |
Mathieu Cornu Pictet Asset Management Holding SA | 7,331 | $449,406.5 | $481,426.77 | $32,020.27 | 7.13% |
NICOLE MARTIN Arlington Trust Co LLC | 3 | $243 | $198.36 | -$44.64 | -18.37% |
Courtney Haddad Concurrent Investment Advisors, LLC | 3,421 | $276,625.69 | $226,743.88 | -$49,881.81 | -18.03% |
Darin Sadow Freestone Grove Partners LP | 30,673 | $2.34M | $2.03M | -$308,263.61 | -13.16% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,802 | $140,867.33 | $117,778.72 | -$23,088.61 | -16.39% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 5,181 | $435,515 | $342,774.96 | -$92,740.04 | -21.29% |
Alan Gilmore Private Wealth Management Group, LLC | 15 | $1,060.5 | $985.05 | -$75.45 | -7.11% |
| FTM F. Thomas Mosley Mosley Wealth Management | 60 | $4,770 | $3,976.8 | -$793.2 | -16.63% |