| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 119,701 | $6.98M | $8.16M | $1.17M | 16.82% |
Kyle P. Smith NewEdge Wealth LLC | 2,576 | $201,314.4 | $175,502.88 | -$25,811.52 | -12.82% |
Joseph Castro Nuveen LLC | 423,480 | $25.67M | $28.97M | $3.3M | 12.84% |
Brian Baylis Bell Investment Advisors Inc. | 44 | $1,817.26 | $2,997.72 | $1,180.46 | 64.96% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 3.33M | $238.61M | $226.6M | -$12.01M | -5.03% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1 | $78.15 | $68.13 | -$10.02 | -12.82% |
Bobby Adusumilli SJS Investment Consulting Inc. | 43 | $2,658.57 | $2,929.59 | $271.02 | 10.19% |
Kea Molnar Cromwell Holdings LLC | 66 | $4,843.39 | $4,496.58 | -$346.81 | -7.16% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 10,400 | $815,360 | $708,552 | -$106,808 | -13.1% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 6,366 | $316,507.18 | $415,890.78 | $99,383.6 | 31.4% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 14 | $1,072.95 | $956.9 | -$116.05 | -10.82% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 16 | $1,250.4 | $1,056.96 | -$193.44 | -15.47% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 439 | $26,513.35 | $29,990.28 | $3,476.93 | 13.11% |
| HPL Highlander Partners LP Highlander Partners LP | 329,500 | $25.69M | $22.51M | -$3.18M | -12.37% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 3,055 | $185,627.15 | $199,583.15 | $13,956 | 7.52% |
Ana-Maria Ignat Covestor Ltd | 168 | $5,429.46 | $10,962 | $5,532.54 | 101.9% |
W. Travis McKinney HB Wealth Management LLC | 12,092 | $722,660.51 | $789,970.36 | $67,309.85 | 9.31% |
William Jollie Quent Capital LLC | 1,043 | $87,980.94 | $68,055.75 | -$19,925.19 | -22.65% |
Missy Straw Nilsine Partners LLC | 113,268 | $4.83M | $7.4M | $2.57M | 53.13% |
Robert Glass AlphaCentric Advisors LLC | 1,133 | $83,996.7 | $74,018.89 | -$9,977.81 | -11.88% |