| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffery Yorg Focus Partners Advisor Solutions LLC | 20,371 | $825,840.34 | $863,322.98 | $37,482.64 | 4.54% |
Kasey Fegan Corsicana & Co. | 57 | $2,310.78 | $2,368.92 | $58.14 | 2.52% |
Joseph Castro Nuveen LLC | 354,031 | $19.48M | $15.05M | -$4.43M | -22.74% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 33 | $1,583.67 | $1,371.48 | -$212.19 | -13.4% |
Sima Elimelech Activest Wealth Management | 726 | $29,437.08 | $30,172.56 | $735.48 | 2.5% |
Brian Baylis Bell Investment Advisors Inc. | 55 | $2,567.4 | $2,385.35 | -$182.05 | -7.09% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 6,200 | $286,601.9 | $257,734 | -$28,867.9 | -10.07% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 2 | $81.08 | $83.12 | $2.04 | 2.52% |
Bobby Adusumilli SJS Investment Consulting Inc. | 193 | $8,442.92 | $8,021.08 | -$421.84 | -5% |
Kea Molnar Cromwell Holdings LLC | 387 | $19,072.18 | $16,083.72 | -$2,988.46 | -15.67% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 8,349 | $325,277 | $346,984.44 | $21,707.44 | 6.67% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 197 | $7,986.38 | $8,425.69 | $439.31 | 5.5% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 51 | $2,312.04 | $2,119.56 | -$192.48 | -8.33% |
Patrick M. Markey Northcape Wealth Management LLC | 11,080 | $572,614.4 | $480,428.8 | -$92,185.6 | -16.1% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 8,169 | $331,171.26 | $346,202.22 | $15,030.96 | 4.54% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 35 | $1,633.8 | $1,454.6 | -$179.2 | -10.97% |
| MS Marek Sestak Czech National Bank | 45,665 | $2.4M | $1.9M | -$503,787.19 | -20.98% |
Clint Dunn Beaird Harris Wealth Management LLC | 68 | $3,113.21 | $2,826.08 | -$287.13 | -9.22% |
David Jarvis Corton Capital Inc. | 5,304 | $240,006 | $220,434.24 | -$19,571.76 | -8.15% |
Bill McVay Red Tortoise LLC | 70 | $3,167.5 | $2,909.2 | -$258.3 | -8.15% |