| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YL Yosef Levy Y.D. More Investments Ltd. | 47,579 | $3.62M | $2.69M | -$933,679.76 | -25.79% |
| TCL Therese C.D. Linden Bank of New Hampshire | 186 | $9,035.88 | $10,702.44 | $1,666.56 | 18.44% |
Joseph Castro Nuveen LLC | 313,977 | $15.25M | $17.73M | $2.48M | 16.24% |
| SK Samira Kadam Cherry Creek Investment Advisors Inc. | 7,585 | $423,694.46 | $435,227.3 | $11,532.84 | 2.72% |
Richard Slavik Newbridge Financial Services Group Inc. | 129 | $6,266.82 | $7,395.57 | $1,128.75 | 18.01% |
Kimberly Cappellano Private Wealth Asset Management LLC | 1,500 | $72,869.77 | $86,070 | $13,200.23 | 18.11% |
Sima Elimelech Activest Wealth Management | 8 | $708.8 | $459.04 | -$249.76 | -35.24% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 17,185 | $834,847.3 | $986,075.3 | $151,228 | 18.11% |
Brian Baylis Bell Investment Advisors Inc. | 103 | $5,003.74 | $5,816.41 | $812.67 | 16.24% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1 | $88.6 | $56.47 | -$32.13 | -36.26% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 5,418 | $267,528.6 | $305,954.46 | $38,425.86 | 14.36% |
Bobby Adusumilli SJS Investment Consulting Inc. | 79 | $4,885.86 | $4,746.32 | -$139.54 | -2.86% |
Andrew J. Whalen Whalen Wealth Management Inc. | 5,013 | $381,790 | $287,395.29 | -$94,394.71 | -24.72% |
Kea Molnar Cromwell Holdings LLC | 429 | $33,070.24 | $24,594.57 | -$8,475.67 | -25.63% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 17,124 | $1.08M | $981,718.92 | -$96,979 | -8.99% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 7,738 | $393,161.08 | $436,964.86 | $43,803.78 | 11.14% |
Bradley W. Clark Paladin Advisory Group LLC | 142 | $6,898.36 | $8,142.28 | $1,243.92 | 18.03% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 92 | $4,469.36 | $5,275.28 | $805.92 | 18.03% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 917 | $73,371.68 | $51,782.99 | -$21,588.69 | -29.42% |
Michael Capobianco MWA Asset Management | 24,434 | $1.51M | $1.4M | -$106,032.24 | -7.04% |