| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 107 | $7,745.73 | $5,633.55 | -$2,112.18 | -27.27% |
Michelle Dubey Yousif Capital Management LLC | 31,705 | $1.56M | $1.67M | $109,270.25 | 7% |
| CAL CSM Advisors LLC CSM Advisors LLC | 158,690 | $9.03M | $8.17M | -$858,872.55 | -9.51% |
Joseph Castro Nuveen LLC | 675,980 | $37.72M | $35.29M | -$2.43M | -6.44% |
Kimberly Cappellano Private Wealth Asset Management LLC | 123 | $4,647 | $6,408.3 | $1,761.3 | 37.9% |
Brian Baylis Bell Investment Advisors Inc. | 119 | $6,073.33 | $6,265.35 | $192.02 | 3.16% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 11,412 | $644,380.14 | $600,841.8 | -$43,538.34 | -6.76% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1 | $72.39 | $52.65 | -$19.74 | -27.27% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 12,516 | $508,239.08 | $653,710.68 | $145,471.6 | 28.62% |
Bobby Adusumilli SJS Investment Consulting Inc. | 33 | $1,919.1 | $1,737.45 | -$181.65 | -9.47% |
Parth Karia Capricorn Fund Managers Ltd. | 40,684 | $2.17M | $2.15M | -$19,935.16 | -0.92% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 11 | $508.42 | $572.33 | $63.91 | 12.57% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 384 | $21,046.98 | $19,741.44 | -$1,305.54 | -6.2% |
Ana-Maria Ignat Covestor Ltd | 700 | $31,631.62 | $36,855 | $5,223.38 | 16.51% |
Kathleen Thornhill Confluence Wealth Services Inc. | 15,929 | $700,079.55 | $814,290.48 | $114,210.93 | 16.31% |
Brett Lee Planning Center Inc. | 6,868 | $405,898.8 | $356,792.6 | -$49,106.2 | -12.1% |
William Jollie Quent Capital LLC | 30 | $1,539 | $1,579.5 | $40.5 | 2.63% |
Jesse Hamilton WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY Ltd. | 134,779 | $9.76M | $6.85M | -$2.9M | -29.76% |
CJ Harrison DecisionPoint Financial LLC | 2 | $138 | $105.3 | -$32.7 | -23.7% |
| JG John Ginter Callan Family Office LLC | 6,449 | $313,399.85 | $335,057.79 | $21,657.94 | 6.91% |