| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Drew Waldron Canvas Wealth Advisors LLC | 2,950 | $196,706 | $199,995.25 | $3,289.25 | 1.67% |
Michelle Dubey Yousif Capital Management LLC | 27,721 | $1.99M | $1.87M | -$121,257.52 | -6.09% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 10,322 | $703,370.39 | $698,076.86 | -$5,293.53 | -0.75% |
Jessica Clark Caerus Investment Advisors LLC | 3,925 | $273,452.93 | $265,349.62 | -$8,103.31 | -2.96% |
James H. Hanna, III North Reef Capital Management LP | 130,000 | $8.73M | $8.81M | $78,000 | 0.89% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 13,703 | $923,953.67 | $925,089.53 | $1,135.86 | 0.12% |
Joseph Castro Nuveen LLC | 136,915 | $9.78M | $9.14M | -$645,733.08 | -6.6% |
Sima Elimelech Activest Wealth Management | 3 | $201.54 | $200.22 | -$1.32 | -0.65% |
Brian Baylis Bell Investment Advisors Inc. | 53 | $3,662.83 | $3,575.38 | -$87.45 | -2.39% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1 | $73.52 | $66.74 | -$6.78 | -9.22% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 9,574 | $658,311.16 | $642,606.88 | -$15,704.28 | -2.39% |
Bobby Adusumilli SJS Investment Consulting Inc. | 356 | $24,514.14 | $24,015.76 | -$498.38 | -2.03% |
Kea Molnar Cromwell Holdings LLC | 23 | $1,658.91 | $1,554.57 | -$104.34 | -6.29% |
Nancy Williamson Helen Stephens Group LLC | 14,000 | $1.01M | $954,520 | -$54,460 | -5.4% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 8,800 | $642,664 | $594,132 | -$48,532 | -7.55% |
Ellen York T. Rowe Price Investment Management Inc. | 884,469 | $59.42M | $59.75M | $336,098.22 | 0.57% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 2,949 | $215,365 | $199,072.54 | -$16,292.46 | -7.57% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 2,856 | $209,973.12 | $192,665.76 | -$17,307.36 | -8.24% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 6,559 | $457,505.12 | $442,174.98 | -$15,330.14 | -3.35% |
Justin Fulmer Shelton Wealth Management LLC | 6,319 | $456,863.7 | $426,279.74 | -$30,583.96 | -6.69% |