| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffery Yorg Focus Partners Advisor Solutions LLC | 22,835 | $1.81M | $1.7M | -$101,265.52 | -5.61% |
| TCL Therese C.D. Linden Bank of New Hampshire | 2,029 | $147,761.2 | $151,221.37 | $3,460.17 | 2.34% |
Joseph Castro Nuveen LLC | 546,476 | $42.07M | $39.47M | -$2.6M | -6.19% |
Richard Slavik Newbridge Financial Services Group Inc. | 52 | $3,993.43 | $3,755.44 | -$237.99 | -5.96% |
Sima Elimelech Activest Wealth Management | 127 | $10,643.23 | $9,171.94 | -$1,471.29 | -13.82% |
Brian Baylis Bell Investment Advisors Inc. | 91 | $4,483.28 | $6,765.85 | $2,282.57 | 50.91% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1 | $82.2 | $72.22 | -$9.98 | -12.14% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 12,737 | $1.05M | $938,525.84 | -$108,455.56 | -10.36% |
Bobby Adusumilli SJS Investment Consulting Inc. | 475 | $37,633.03 | $35,316.25 | -$2,316.78 | -6.16% |
Kea Molnar Cromwell Holdings LLC | 24 | $1,896.67 | $1,799.04 | -$97.63 | -5.15% |
Dinan Hu R Squared Ltd | 2,917 | $239,777 | $217,374.84 | -$22,402.16 | -9.34% |
Ellen York T. Rowe Price Investment Management Inc. | 1.61M | $97.65M | $119.73M | $22.07M | 22.6% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 3,332 | $285,771.22 | $247,917.46 | -$37,853.76 | -13.25% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 3,659 | $300,769.8 | $273,107.76 | -$27,662.04 | -9.2% |
| SVB Strategic Value Bank Partners LLC Strategic Value Bank Partners LLC | 70,602 | $5M | $5.27M | $264,757.5 | 5.29% |
Dominic Corabi Wedmont Private Capital | 6,510 | $466,416.23 | $484,702.05 | $18,285.82 | 3.92% |
Candace Cavalier Congress Wealth Management LLC / DE / | 41,391 | $3.46M | $3.1M | -$366,556.97 | -10.58% |
Ana-Maria Ignat Covestor Ltd | 939 | $75,084.24 | $69,814.65 | -$5,269.59 | -7.02% |
W. Travis McKinney HB Wealth Management LLC | 10,017 | $785,704.05 | $744,763.95 | -$40,940.1 | -5.21% |
Allison Tronnes Forum Financial Management LP | 6,056 | $511,633.1 | $452,564.88 | -$59,068.22 | -11.55% |