| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jessica Clark Caerus Investment Advisors LLC | 1,963 | $306,326.16 | $224,174.6 | -$82,151.56 | -26.82% |
| CAL CSM Advisors LLC CSM Advisors LLC | 7,086 | $874,019.74 | $806,634.81 | -$67,384.93 | -7.71% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 7,599 | $909,357.15 | $861,688.6 | -$47,668.55 | -5.24% |
| TCL Therese C.D. Linden Bank of New Hampshire | 845 | $134,601 | $95,569.5 | -$39,031.5 | -29% |
Joseph Castro Nuveen LLC | 336,187 | $48.22M | $37.4M | -$10.82M | -22.43% |
James D. King Lindenwold Advisors Inc. | 3,022 | $290,812.24 | $342,392.6 | $51,580.36 | 17.74% |
Richard Slavik Newbridge Financial Services Group Inc. | 33 | $3,571.26 | $3,751.77 | $180.51 | 5.05% |
Adam J. Peck Riverwater Partners LLC | 2,088 | $193,018.83 | $241,811.28 | $48,792.45 | 25.28% |
Kimberly Cappellano Private Wealth Asset Management LLC | 130 | $18,566.79 | $14,714.05 | -$3,852.74 | -20.75% |
Sima Elimelech Activest Wealth Management | 144 | $19,808.04 | $16,371.36 | -$3,436.68 | -17.35% |
Brian Baylis Bell Investment Advisors Inc. | 15 | $2,023.4 | $1,705.35 | -$318.05 | -15.72% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 1M | $108.37M | $113.85M | $5.48M | 5.05% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1 | $156.05 | $113.69 | -$42.36 | -27.15% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 15,147 | $1.66M | $1.72M | $55,641.76 | 3.35% |
Bobby Adusumilli SJS Investment Consulting Inc. | 744 | $85,601.4 | $84,585.36 | -$1,016.04 | -1.19% |
Kea Molnar Cromwell Holdings LLC | 26 | $3,853.54 | $2,950.74 | -$902.8 | -23.43% |
Christopher Moore Paralel Advisors LLC | 21,345 | $2.33M | $2.43M | $95,632.73 | 4.1% |
Dinan Hu R Squared Ltd | 1,536 | $244,163 | $173,721.6 | -$70,441.4 | -28.85% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 3,627 | $617,232.64 | $410,648.94 | -$206,583.7 | -33.47% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 116 | $17,088.52 | $12,906.16 | -$4,182.36 | -24.47% |