| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 1,808 | $605,175.32 | $598,574.56 | -$6,600.76 | -1.09% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 46,397 | $15.69M | $15.33M | -$354,936.59 | -2.26% |
Jessica Clark Caerus Investment Advisors LLC | 686 | $231,970.89 | $226,393.72 | -$5,577.17 | -2.4% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 2,703 | $758,163.24 | $897,720.36 | $139,557.12 | 18.41% |
| YL Yosef Levy Y.D. More Investments Ltd. | 1,347 | $361,756 | $443,122.59 | $81,366.59 | 22.49% |
Joseph Castro Nuveen LLC | 157,853 | $36.17M | $52.88M | $16.71M | 46.19% |
James D. King Lindenwold Advisors Inc. | 2,404 | $479,031.02 | $798,584.76 | $319,553.74 | 66.71% |
Sima Elimelech Activest Wealth Management | 41 | $10,630.17 | $13,687.03 | $3,056.86 | 28.76% |
Brian Baylis Bell Investment Advisors Inc. | 63 | $6,182.08 | $21,031.29 | $14,849.21 | 240.2% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 211,835 | $37.42M | $70.72M | $33.29M | 88.96% |
| JB John Brim Smith Group Asset Management LLC | 3,866 | $762,732.76 | $1.29M | $523,079.51 | 68.58% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 1,158 | $391,577.69 | $382,695.84 | -$8,881.85 | -2.27% |
Bobby Adusumilli SJS Investment Consulting Inc. | 75 | $20,539.34 | $25,037.25 | $4,497.91 | 21.9% |
Andrew J. Whalen Whalen Wealth Management Inc. | 744 | $250,933.23 | $246,554.16 | -$4,379.07 | -1.75% |
Kea Molnar Cromwell Holdings LLC | 8 | $1,860 | $2,661.28 | $801.28 | 43.08% |
Stacey Madison VELA Investment Management LLC | 10,905 | $2.11M | $3.66M | $1.56M | 73.85% |
Christopher Moore Paralel Advisors LLC | 8,707 | $1.37M | $2.91M | $1.54M | 112.06% |
Dinan Hu R Squared Ltd | 1,372 | $364,018.25 | $451,346.84 | $87,328.59 | 23.99% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 8,000 | $1.86M | $2.64M | $778,000 | 41.84% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 1,020 | $209,301.94 | $338,155.5 | $128,853.56 | 61.56% |