| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christina Forster Pazienza Guardian Partners Inc. | 1,808 | $142,886 | $142,144.96 | -$741.04 | -0.52% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 76,903 | $6.08M | $6.05M | -$37,896.66 | -0.62% |
Robert Tutela Essex LLC | 224,668 | $17.11M | $17.66M | $554,376.57 | 3.24% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 1.48M | $117.12M | $116.1M | -$1.02M | -0.87% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 254,385 | $19.32M | $20M | $675,430.01 | 3.5% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 11,243 | $862,492.51 | $883,924.66 | $21,432.15 | 2.48% |
| DC Donie Carlson DMC Group LLC | 5,093 | $405,383.34 | $400,411.66 | -$4,971.68 | -1.23% |
| SIM Studio Investment Management LLC Studio Investment Management LLC | 79,428 | $6.04M | $6.24M | $209,459.72 | 3.47% |
Tracy Richards FIDELIS iM LLC | 399,593 | $31.83M | $31.42M | -$418,911.29 | -1.32% |
Bobby Adusumilli SJS Investment Consulting Inc. | 11 | $877.03 | $864.82 | -$12.21 | -1.39% |
| MR Michael Ryan Whelan Financial | 224,808 | $18.28M | $17.67M | -$606,025.27 | -3.32% |
| RE Rod Ehrlich Wayfinding Financial LLC | 3,644 | $290,000.86 | $286,345.52 | -$3,655.34 | -1.26% |
Kaitlin Yardley Schaeffer Financial LLC | 2,902 | $235,025.98 | $228,155.24 | -$6,870.74 | -2.92% |
Bradley W. Clark Paladin Advisory Group LLC | 175 | $13,912.5 | $13,758.5 | -$154 | -1.11% |
Paige Johnson Roth Pine Haven Investment Counsel Inc. | 4,014 | $325,931.53 | $315,580.68 | -$10,350.85 | -3.18% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 22,105 | $1.79M | $1.74M | -$50,152.79 | -2.8% |
Brad Van Aken Agate Pass Investment Management LLC | 37,570 | $3M | $2.95M | -$43,539.93 | -1.45% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 111,608 | $8.84M | $8.78M | -$67,271.14 | -0.76% |
Kathleen Halliwell DMKC Advisory Services LLC | 570,005 | $45.05M | $44.81M | -$233,721.89 | -0.52% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 10,341 | $803,323.71 | $813,216.24 | $9,892.53 | 1.23% |