| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 470 | $23,561.1 | $23,312 | -$249.1 | -1.06% |
Adam Sappern Mbb Public Markets I LLC | 1.61M | $81.38M | $80.33M | -$1.05M | -1.29% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 26,781 | $1.35M | $1.33M | -$23,117.51 | -1.71% |
Andrew J. Whalen Whalen Wealth Management Inc. | 6,495 | $325,563.18 | $323,580.9 | -$1,982.28 | -0.61% |
Kea Molnar Cromwell Holdings LLC | 1,160 | $58,673 | $57,536 | -$1,137 | -1.94% |
| MAL Mason & Associates LLC Mason & Associates LLC | 85,539 | $4.29M | $4.24M | -$46,962.68 | -1.09% |
Nancy Williamson Helen Stephens Group LLC | 4,164 | $212,270.3 | $206,534.4 | -$5,735.9 | -2.7% |
| RE Rod Ehrlich Wayfinding Financial LLC | 6,999 | $347,701.23 | $348,690.18 | $988.95 | 0.28% |
| CB Charles Brewster Brewster Financial Planning LLC | 71,104 | $3.56M | $3.53M | -$34,965.98 | -0.98% |
Ryan Charles Stout Theory Financial LLC | 51,756 | $2.56M | $2.57M | $9,968.43 | 0.39% |
Bradley W. Clark Paladin Advisory Group LLC | 13,466 | $662,973.93 | $667,913.6 | $4,939.67 | 0.75% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 180,974 | $9.26M | $8.98M | -$282,170.14 | -3.05% |
Armand Doucette Surience Private Wealth LLC | 37,690 | $1.88M | $1.87M | -$11,782.9 | -0.63% |
Brad Van Aken Agate Pass Investment Management LLC | 33,989 | $1.71M | $1.69M | -$28,824.14 | -1.68% |
Paul N. Clark Mi LLCapital Management LLC | 38,477 | $1.93M | $1.91M | -$21,381.53 | -1.11% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 42,864 | $2.15M | $2.13M | -$21,202.42 | -0.98% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 290,045 | $14.65M | $14.39M | -$265,160.66 | -1.81% |
Patrick M. Markey Northcape Wealth Management LLC | 6,808 | $333,796.24 | $339,106.48 | $5,310.24 | 1.59% |
William Reid Culp III TAGStone Capital Inc. | 60,827 | $3.02M | $3.03M | $9,732.32 | 0.32% |
Dominic Corabi Wedmont Private Capital | 1.59M | $79.49M | $78.75M | -$732,047.21 | -0.92% |