| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 34 | $1,326.34 | $930.58 | -$395.76 | -29.84% |
Kyle P. Smith NewEdge Wealth LLC | 22,562 | $738,735.3 | $606,240.94 | -$132,494.36 | -17.94% |
Shawn M. McHugh WealthTrust Asset Management LLC | 6,446 | $227,392.16 | $177,071.62 | -$50,320.54 | -22.13% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 9,610 | $253,123.65 | $263,025.7 | $9,902.05 | 3.91% |
Joseph Castro Nuveen LLC | 200,021 | $5.02M | $5.09M | $74,095.86 | 1.48% |
Richard Slavik Newbridge Financial Services Group Inc. | 1,600 | $50,391 | $43,792 | -$6,599 | -13.1% |
Sima Elimelech Activest Wealth Management | 1,511 | $61,777.2 | $41,356.07 | -$20,421.13 | -33.06% |
| AB Andrew Blass Atlantic Private Wealth LLC | 500 | $19,315.5 | $12,930 | -$6,385.5 | -33.06% |
Bobby Adusumilli SJS Investment Consulting Inc. | 3 | $117.03 | $82.11 | -$34.92 | -29.84% |
Kea Molnar Cromwell Holdings LLC | 16 | $424 | $432 | $8 | 1.89% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 831 | $32,417.31 | $22,744.47 | -$9,672.84 | -29.84% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 102 | $3,400.16 | $2,597.94 | -$802.22 | -23.59% |
| WCP Wick Capital Partners LLC Wick Capital Partners LLC | 4,775 | $172,220.48 | $124,866.25 | -$47,354.23 | -27.5% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 50 | $4,100 | $1,346.75 | -$2,753.25 | -67.15% |
Clint Dunn Beaird Harris Wealth Management LLC | 3 | $78.84 | $75.75 | -$3.09 | -3.92% |
Caroline Jankowski Operose Advisors LLC | 4,714 | $165,838.52 | $119,570.61 | -$46,267.91 | -27.9% |
Ana-Maria Ignat Covestor Ltd | 253 | $6,362.57 | $6,924.61 | $562.04 | 8.83% |
Kathryn Brown Morton Brown Family Wealth LLC | 450 | $8,617.5 | $11,576.25 | $2,958.75 | 34.33% |
W. Travis McKinney HB Wealth Management LLC | 12,907 | $460,891.15 | $353,264.59 | -$107,626.56 | -23.35% |
Jeremy Baltz Raleigh Capital Management Inc. | 489 | $16,289.78 | $12,403.48 | -$3,886.3 | -23.86% |