| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Keebeck Wealth Management Keebeck Wealth Management LLC | 2,368 | $267,679 | $253,376 | -$14,303 | -5.34% |
| YA Yinka Akinsola Blue Trust Inc. | 1,488 | $137,422.02 | $163,099.68 | $25,677.66 | 18.69% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 20,075 | $1.99M | $2.2M | $215,728.41 | 10.86% |
Jeff Ameen Spire Wealth Management | 270 | $20,054.11 | $29,594.7 | $9,540.59 | 47.57% |
Michelle Dubey Yousif Capital Management LLC | 38,971 | $3.56M | $4.27M | $710,993.3 | 19.97% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 8,569 | $714,899.26 | $939,248.09 | $224,348.83 | 31.38% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 37,971 | $3.59M | $4.16M | $571,004.21 | 15.9% |
Matthew Carney Nfj Investment Group LLC | 47,704 | $4.17M | $5.1M | $932,136.16 | 22.34% |
Matt Hunter Heartland Bank & Trust Co. | 6,187 | $622,992.62 | $673,269.34 | $50,276.72 | 8.07% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 3,956 | $379,934.24 | $433,617.16 | $53,682.92 | 14.13% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 14,481 | $1.49M | $1.57M | $79,013.57 | 5.31% |
Joseph Castro Nuveen LLC | 2.38M | $240.96M | $255.03M | $14.07M | 5.84% |
James D. King Lindenwold Advisors Inc. | 19,782 | $1.74M | $2.17M | $431,967.54 | 24.88% |
Kurt Van Dyken Lifeworks Advisors LLC | 2,167 | $238,196.64 | $237,784.91 | -$411.73 | -0.17% |
Kimberly Cappellano Private Wealth Asset Management LLC | 816 | $83,184.05 | $87,312 | $4,127.95 | 4.96% |
Sima Elimelech Activest Wealth Management | 221 | $22,471.9 | $24,223.81 | $1,751.91 | 7.8% |
Brian Baylis Bell Investment Advisors Inc. | 69 | $5,951.3 | $7,509.96 | $1,558.66 | 26.19% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 168,222 | $14.89M | $18.31M | $3.42M | 22.97% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1 | $113.04 | $109.61 | -$3.43 | -3.03% |
Bobby Adusumilli SJS Investment Consulting Inc. | 153 | $16,179.87 | $16,770.33 | $590.46 | 3.65% |