| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kyle P. Smith NewEdge Wealth LLC | 4,476 | $353,604 | $265,583.46 | -$88,020.54 | -24.89% |
| CAL CSM Advisors LLC CSM Advisors LLC | 110,139 | $4.64M | $6.32M | $1.67M | 35.99% |
Joseph Castro Nuveen LLC | 738,480 | $31.94M | $44.26M | $12.32M | 38.57% |
Adam J. Peck Riverwater Partners LLC | 43,552.5 | $1.15M | $2.55M | $1.4M | 121.9% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 6,799.5 | $537,214.9 | $390,495.28 | -$146,719.62 | -27.31% |
Brian Baylis Bell Investment Advisors Inc. | 130.5 | $2,395.2 | $7,819.56 | $5,424.36 | 226.47% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 674,697 | $28.37M | $40.43M | $12.06M | 42.51% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1 | $79 | $59.93 | -$19.07 | -24.14% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 8,188 | $346,188.64 | $487,472.58 | $141,283.94 | 40.81% |
Bobby Adusumilli SJS Investment Consulting Inc. | 19.5 | $685.35 | $1,168.44 | $483.09 | 70.49% |
Ellen York T. Rowe Price Investment Management Inc. | 3.51M | $183.73M | $199.64M | $15.9M | 8.65% |
Kevin Batstone BayBridge Capital Group LLC | 10,070 | $419,582.5 | $597,654.5 | $178,072 | 42.44% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 2,950.5 | $233,089.5 | $175,200.69 | -$57,888.81 | -24.84% |
Jeffrey McClean Solidarity Wealth LLC | 8,883 | $425,803.53 | $532,269.36 | $106,465.83 | 25% |
Ana-Maria Ignat Covestor Ltd | 1,702.5 | $57,794.77 | $102,013.8 | $44,219.03 | 76.51% |
Bill McVay Red Tortoise LLC | 366 | $6,890.68 | $20,733.9 | $13,843.22 | 200.9% |
| GC Gregory Clinton KRAEMATON INVESTMENT ADVISORS Inc. | 2,790 | $220,410 | $166,395.6 | -$54,014.4 | -24.51% |
W. Travis McKinney HB Wealth Management LLC | 3,558 | $281,082 | $213,195.36 | -$67,886.64 | -24.15% |
| EM Erin Mccann Simplicity Wealth LLC | 11,322 | $251,827.76 | $671,224.77 | $419,397.01 | 166.54% |
| MFA Millington Financial Advisors LLC Millington Financial Advisors LLC | 98,538 | $3.78M | $5.93M | $2.15M | 56.8% |