| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 37,383 | $1.72M | $1.72M | $1,682.23 | 0.1% |
Donna Rittershausen Koss-Olinger Consulting LLC | 5,400 | $279,774 | $250,506 | -$29,268 | -10.46% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 14,694 | $652,179.68 | $673,426.02 | $21,246.34 | 3.26% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 41,441 | $1.78M | $1.9M | $121,718.75 | 6.83% |
Joseph Castro Nuveen LLC | 160,379 | $7.09M | $7.21M | $114,756.95 | 1.62% |
| LEL Libby E. Liebig Villanova Investment Management Co. LLC | 81,606 | $3.97M | $3.72M | -$254,527.3 | -6.41% |
Sima Elimelech Activest Wealth Management | 4 | $207.24 | $179.72 | -$27.52 | -13.28% |
Brian Baylis Bell Investment Advisors Inc. | 56 | $2,569.58 | $2,567.04 | -$2.54 | -0.1% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 521,909 | $24.89M | $23.92M | -$967,113.72 | -3.89% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 2 | $103.62 | $89.86 | -$13.76 | -13.28% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 10,253 | $522,678.63 | $466,511.5 | -$56,167.13 | -10.75% |
Bobby Adusumilli SJS Investment Consulting Inc. | 1,667 | $83,612.2 | $76,415.28 | -$7,196.92 | -8.61% |
Kea Molnar Cromwell Holdings LLC | 15 | $684.6 | $688.8 | $4.2 | 0.61% |
Dinan Hu R Squared Ltd | 4,625 | $240,916 | $212,056.25 | -$28,859.75 | -11.98% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 211 | $9,661.01 | $9,480.23 | -$180.78 | -1.87% |
Scott Ungar BlackDiamond Wealth Management LLC | 4,351 | $179,714.32 | $201,594.01 | $21,879.69 | 12.17% |
Dominic Corabi Wedmont Private Capital | 9,681 | $442,762.58 | $444,261.09 | $1,498.51 | 0.34% |
Ana-Maria Ignat Covestor Ltd | 3,109 | $145,013.41 | $142,516.56 | -$2,496.85 | -1.72% |
James Langer Redmont Wealth Advisors LLC | 1,748 | $82,260.88 | $80,460.44 | -$1,800.44 | -2.19% |
W. Travis McKinney HB Wealth Management LLC | 10,635 | $519,327.35 | $487,508.4 | -$31,818.95 | -6.13% |