| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CSM Advisors LLC CSM Advisors LLC | 20,483 | $847,309.67 | $903,914.79 | $56,605.12 | 6.68% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 5,446 | $286,341.08 | $240,114.14 | -$46,226.94 | -16.14% |
Joseph Castro Nuveen LLC | 1.2M | $56.51M | $53.47M | -$3.04M | -5.38% |
Sima Elimelech Activest Wealth Management | 133 | $6,940.39 | $5,911.85 | -$1,028.54 | -14.82% |
Brian Baylis Bell Investment Advisors Inc. | 500 | $22,308.34 | $21,935 | -$373.34 | -1.67% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 31,593 | $1.65M | $1.39M | -$264,020.82 | -16% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1 | $51.83 | $44.45 | -$7.38 | -14.24% |
Christopher Davis Burns Matteson Capital Management LLC | 11,812 | $612,216 | $522,799.12 | -$89,416.88 | -14.61% |
Bobby Adusumilli SJS Investment Consulting Inc. | 480 | $24,217.92 | $21,057.6 | -$3,160.32 | -13.05% |
Ashish Sharma DGS Capital Management LLC | 4,398 | $232,082.46 | $194,127.72 | -$37,954.74 | -16.35% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 14 | $725.62 | $622.3 | -$103.32 | -14.24% |
Penny A. Phillips Journey Strategic Wealth LLC | 6,641 | $308,263.59 | $293,133.74 | -$15,129.85 | -4.91% |
Ana-Maria Ignat Covestor Ltd | 2,584 | $114,787.4 | $113,360.08 | -$1,427.32 | -1.24% |
Samantha Pierangeli City State Bank | 2,135 | $102,189.4 | $94,324.3 | -$7,865.1 | -7.7% |
W. Travis McKinney HB Wealth Management LLC | 8,399 | $442,405.89 | $368,464.13 | -$73,941.76 | -16.71% |
Jeremy Baltz Raleigh Capital Management Inc. | 166 | $7,261.73 | $7,335.54 | $73.81 | 1.02% |
| LWL Leo Wealth LLC Leo Wealth LLC | 4,315 | $227,703 | $190,399.37 | -$37,303.63 | -16.38% |
William Jollie Quent Capital LLC | 270 | $13,217.38 | $11,844.9 | -$1,372.48 | -10.38% |
Patricia A. Thompson Leeward Investments LLC - MA | 228,786 | $10.91M | $10.17M | -$739,625.1 | -6.78% |
CJ Harrison DecisionPoint Financial LLC | 2 | $103 | $87.74 | -$15.26 | -14.82% |