| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kyle P. Smith NewEdge Wealth LLC | 4,674 | $634,494.68 | $626,970.36 | -$7,524.32 | -1.19% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 1,783 | $203,226.34 | $239,171.62 | $35,945.28 | 17.69% |
| SL Shad Lamm Keystone Wealth Services LLC | 1,941 | $287,697.08 | $260,637.48 | -$27,059.6 | -9.41% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 12,377 | $1.48M | $1.66M | $183,053.23 | 12.38% |
| TCL Therese C.D. Linden Bank of New Hampshire | 285 | $37,714.05 | $37,667.02 | -$47.03 | -0.12% |
Joseph Castro Nuveen LLC | 865,669 | $101.7M | $116.35M | $14.64M | 14.4% |
| MJB Michael John Blaszczyk SRN Advisors LLC | 5,626 | $750,823.21 | $755,487.41 | $4,664.2 | 0.62% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 156 | $21,173.08 | $21,066.24 | -$106.84 | -0.5% |
Adam J. Peck Riverwater Partners LLC | 2,748 | $340,024.2 | $369,331.2 | $29,307 | 8.62% |
| SE Sima Elimelech Activest Wealth Management | 20 | $2,403.84 | $2,694.2 | $290.36 | 12.08% |
Brian Baylis Bell Investment Advisors Inc. | 4,119 | $641,951.97 | $556,229.76 | -$85,722.21 | -13.35% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 158,835 | $20.6M | $21.35M | $746,538.59 | 3.62% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 223,463 | $31.18M | $30.32M | -$859,718.33 | -2.76% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 5,445 | $652,940.68 | $733,495.95 | $80,555.27 | 12.34% |
Bobby Adusumilli SJS Investment Consulting Inc. | 346 | $44,196.07 | $46,948.74 | $2,752.67 | 6.23% |
Kea Molnar Cromwell Holdings LLC | 804 | $104,195.18 | $106,260.66 | $2,065.48 | 1.98% |
| DH Dinan Hu R Squared Ltd | 3,652 | $496,927.95 | $493,166.08 | -$3,761.87 | -0.76% |
| EY Ellen York T. Rowe Price Investment Management Inc. | 8.99M | $1.06B | $1.22B | $158.65M | 14.94% |
Bradley W. Clark Paladin Advisory Group LLC | 810 | $112,055.4 | $109,354.05 | -$2,701.35 | -2.41% |
| OFA Olalekan F. Adeduji Washington Trust Advisors Inc. | 10 | $1,180.1 | $1,356.9 | $176.8 | 14.98% |