| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PN Patrick Nichols Old Mission Capital LLC | 407,100 | $3.04M | $3.33M | $291,689.4 | 9.59% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 17,553 | $136,012.22 | $144,373.42 | $8,361.2 | 6.15% |
| YA Yinka Akinsola Blue Trust Inc. | 19,437 | $130,920.07 | $163,367.98 | $32,447.91 | 24.78% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 282,601 | $2.02M | $2.31M | $296,481.47 | 14.7% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 15,748 | $121,631.96 | $128,897.38 | $7,265.42 | 5.97% |
Joseph Castro Nuveen LLC | 179,772 | $1.52M | $1.51M | -$6,292.34 | -0.41% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 333 | $1,918.08 | $2,792.2 | $874.12 | 45.57% |
Kimberly Cappellano Private Wealth Asset Management LLC | 900,000 | $5.93M | $7.37M | $1.44M | 24.2% |
Brian Baylis Bell Investment Advisors Inc. | 1,042 | $6,001.92 | $8,758.01 | $2,756.09 | 45.92% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 31,148 | $212,563 | $261,798.94 | $49,235.94 | 23.16% |
Bobby Adusumilli SJS Investment Consulting Inc. | 1,140 | $8,789.4 | $9,581.7 | $792.3 | 9.01% |
Kea Molnar Cromwell Holdings LLC | 9,692 | $61,082 | $79,329.02 | $18,247.02 | 29.87% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 18 | $130.32 | $151.29 | $20.97 | 16.09% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 17,448 | $131,474.07 | $146,301.48 | $14,827.41 | 11.28% |
Dominic Corabi Wedmont Private Capital | 10,803 | $94,958.37 | $88,422.55 | -$6,535.82 | -6.88% |
Andrew Miller OLIO Financial Planning | 71,009 | $418,243.01 | $581,208.66 | $162,965.65 | 38.96% |
W. Travis McKinney HB Wealth Management LLC | 22,788 | $174,143.48 | $191,647.08 | $17,503.6 | 10.05% |
Edward Lowndes Angeles Wealth Management LLC | 10,048 | $84,805.12 | $82,644.8 | -$2,160.32 | -2.55% |
Arpan Shah XY Capital Ltd. | 59,500 | $502,180 | $487,007.5 | -$15,172.5 | -3.02% |
| JG John Ginter Callan Family Office LLC | 99,494 | $757,746.69 | $814,358.39 | $56,611.7 | 7.47% |