| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Hannah Tackett Penobscot Wealth Management | 18,696 | $1.79M | $1.71M | -$81,253.94 | -4.54% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 2,855 | $258,491.7 | $263,673.52 | $5,181.82 | 2% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 2,917 | $281,286.31 | $266,453.36 | -$14,832.95 | -5.27% |
Richard Slavik Newbridge Financial Services Group Inc. | 755 | $68,325.53 | $68,214.25 | -$111.28 | -0.16% |
Jarrett Topel Topel & Distasi Wealth Management LLC | 3,076 | $275,571.97 | $281,469.38 | $5,897.41 | 2.14% |
Kimberly Cappellano Private Wealth Asset Management LLC | 145,492 | $13.17M | $13.26M | $90,029.23 | 0.68% |
Sima Elimelech Activest Wealth Management | 1,494 | $142,816.3 | $134,982.9 | -$7,833.4 | -5.48% |
Daniel Wiener Nekton Capital Ltd. | 17,957 | $1.64M | $1.64M | -$808.07 | -0.05% |
Robert Tutela Essex LLC | 3,847 | $324,705.05 | $355,193.51 | $30,488.46 | 9.39% |
| KC Kasey Cook Maripau Wealth Management LLC | 4,832 | $432,388.45 | $444,205.76 | $11,817.31 | 2.73% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 1,522 | $141,518.38 | $139,176.25 | -$2,342.13 | -1.66% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 17,613 | $2M | $1.59M | -$408,200.29 | -20.41% |
Andrew Endelman Independent Wealth Network Inc. | 4,709 | $409,353.2 | $431,226.67 | $21,873.47 | 5.34% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 14,363 | $1.27M | $1.31M | $42,938.45 | 3.39% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 70,147 | $6.31M | $6.47M | $154,431.75 | 2.45% |
Tracy Richards FIDELIS iM LLC | 4,112 | $363,870.88 | $377,317.12 | $13,446.24 | 3.7% |
| MR Michael Ryan Whelan Financial | 245,744 | $24.75M | $22.42M | -$2.33M | -9.4% |
David Spratt Badgley Phelps Wealth Managers LLC | 6,230 | $550,833.44 | $570,512.25 | $19,678.81 | 3.57% |
| VIA Vickerman Investment Advisors Inc. Vickerman Investment Advisors Inc. | 5,077 | $449,997.8 | $463,149.32 | $13,151.52 | 2.92% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 7,448 | $631,617.94 | $681,827.16 | $50,209.22 | 7.95% |