| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YA Yinka Akinsola Blue Trust Inc. | 95 | $5,445.4 | $3,707.85 | -$1,737.55 | -31.91% |
Jeff Ameen Spire Wealth Management | 440 | $21,159.6 | $17,173.2 | -$3,986.4 | -18.84% |
Michelle Dubey Yousif Capital Management LLC | 18,448 | $848,879.97 | $720,025.44 | -$128,854.53 | -15.18% |
Rajesh Chelapurath Ceera Investments LLC | 28,350 | $1.28M | $1.11M | -$172,998.5 | -13.49% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 20,371 | $825,840.34 | $799,969.17 | -$25,871.17 | -3.13% |
Kasey Fegan Corsicana & Co. | 57 | $2,310.78 | $2,255.77 | -$55.01 | -2.38% |
Joseph Castro Nuveen LLC | 354,031 | $19.48M | $13.68M | -$5.81M | -29.81% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 33 | $1,583.67 | $1,305.15 | -$278.52 | -17.59% |
Sima Elimelech Activest Wealth Management | 726 | $29,437.08 | $28,335.78 | -$1,101.3 | -3.74% |
Brian Baylis Bell Investment Advisors Inc. | 55 | $2,567.4 | $2,146.65 | -$420.75 | -16.39% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 6,200 | $286,601.9 | $241,986 | -$44,615.9 | -15.57% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 2 | $81.08 | $78.06 | -$3.02 | -3.72% |
Bobby Adusumilli SJS Investment Consulting Inc. | 1,438 | $58,915.22 | $56,125.14 | -$2,790.08 | -4.74% |
Kea Molnar Cromwell Holdings LLC | 387 | $19,072.18 | $15,096.87 | -$3,975.31 | -20.84% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 8,349 | $325,277 | $326,988.58 | $1,711.58 | 0.53% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 197 | $7,986.38 | $7,688.91 | -$297.47 | -3.72% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 68 | $2,932.03 | $2,626.84 | -$305.19 | -10.41% |
Patrick M. Markey Northcape Wealth Management LLC | 11,080 | $572,614.4 | $437,992.4 | -$134,622 | -23.51% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 8,169 | $331,171.26 | $323,860 | -$7,311.26 | -2.21% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 1 | $57.32 | $39.23 | -$18.09 | -31.56% |