| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jennifer Grunberg Allspring Global Investments Holdings LLC | 1.48M | $117.12M | $114.36M | -$2.76M | -2.36% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 253,962 | $19.29M | $19.66M | $364,128.56 | 1.89% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 12,705 | $977,133.69 | $983,367 | $6,233.31 | 0.64% |
| DC Donie Carlson DMC Group LLC | 5,093 | $405,383.34 | $394,249.13 | -$11,134.21 | -2.75% |
| SIM Studio Investment Management LLC Studio Investment Management LLC | 79,428 | $6.04M | $6.15M | $113,748.98 | 1.88% |
Tracy Richards FIDELIS iM LLC | 365,558 | $29.15M | $28.29M | -$857,233.51 | -2.94% |
Bobby Adusumilli SJS Investment Consulting Inc. | 11 | $877.03 | $851.45 | -$25.58 | -2.92% |
| MR Michael Ryan Whelan Financial | 224,808 | $18.28M | $17.41M | -$874,670.83 | -4.78% |
| RE Rod Ehrlich Wayfinding Financial LLC | 3,644 | $290,000.86 | $282,063.82 | -$7,937.04 | -2.74% |
Kaitlin Yardley Schaeffer Financial LLC | 2,973 | $240,637.11 | $230,035.87 | -$10,601.24 | -4.41% |
Bradley W. Clark Paladin Advisory Group LLC | 175 | $13,912.5 | $13,531.87 | -$380.63 | -2.74% |
Paige Johnson Roth Pine Haven Investment Counsel Inc. | 4,014 | $325,931.53 | $310,743.81 | -$15,187.72 | -4.66% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 22,105 | $1.79M | $1.71M | -$77,231.42 | -4.32% |
Brad Van Aken Agate Pass Investment Management LLC | 37,570 | $3M | $2.91M | -$89,563.18 | -2.99% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 111,608 | $8.84M | $8.64M | -$205,665.06 | -2.33% |
Kathleen Halliwell DMKC Advisory Services LLC | 570,005 | $45.05M | $44.13M | -$914,877.87 | -2.03% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 10,341 | $803,323.71 | $800,238.28 | -$3,085.43 | -0.38% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 4,339 | $338,562.75 | $335,816.9 | -$2,745.85 | -0.81% |
William Reid Culp III TAGStone Capital Inc. | 172,144 | $13.38M | $13.33M | -$55,307.72 | -0.41% |
John D. Valleau Jr. ShankerValleau Wealth Advisors Inc. | 314,610 | $24M | $24.35M | $342,055.67 | 1.42% |