| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kyle P. Smith NewEdge Wealth LLC | 35,961 | $9.65M | $10.91M | $1.26M | 13.07% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 2,174 | $623,823.22 | $641,090.88 | $17,267.66 | 2.77% |
Kasey Fegan Corsicana & Co. | 8,086 | $2.32M | $2.38M | $64,058 | 2.76% |
| YL Yosef Levy Y.D. More Investments Ltd. | 11 | $3,126.16 | $3,241.81 | $115.65 | 3.7% |
| TCL Therese C.D. Linden Bank of New Hampshire | 200 | $53,357.75 | $58,978 | $5,620.25 | 10.53% |
Joseph Castro Nuveen LLC | 642,699 | $185.19M | $198.07M | $12.87M | 6.95% |
| HFR Herbert F. Reilly III HFR Wealth Management LLC | 36,334 | $10.33M | $11.03M | $692,365.1 | 6.7% |
Katie Smith Delos Wealth Advisors LLC | 81 | $23,529.69 | $25,019.28 | $1,489.59 | 6.33% |
Richard Slavik Newbridge Financial Services Group Inc. | 27 | $6,669.54 | $8,339.76 | $1,670.22 | 25.04% |
Kurt Van Dyken Lifeworks Advisors LLC | 701 | $205,519.17 | $216,524.88 | $11,005.71 | 5.36% |
Adam J. Peck Riverwater Partners LLC | 1,158 | $339,502.43 | $357,683.04 | $18,180.61 | 5.36% |
| EJL Emery J. Levick US Asset Management LLC | 2,368 | $606,468.48 | $720,037.78 | $113,569.3 | 18.73% |
Kimberly Cappellano Private Wealth Asset Management LLC | 1,558 | $453,140.3 | $480,144.44 | $27,004.14 | 5.96% |
Sima Elimelech Activest Wealth Management | 11 | $3,195.39 | $3,243.79 | $48.4 | 1.51% |
Cheryl Smith DB Fitzpatrick & Co Inc. | 5,663 | $1.49M | $1.67M | $180,803.61 | 12.14% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 4,480 | $1.25M | $1.32M | $74,938.74 | 6.01% |
Robert Tutela Essex LLC | 1,155 | $295,797.96 | $340,597.96 | $44,800 | 15.15% |
Brian Baylis Bell Investment Advisors Inc. | 118 | $33,789.67 | $35,805.92 | $2,016.25 | 5.97% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 10,322 | $2.95M | $3.14M | $188,392.96 | 6.39% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1 | $293.18 | $294.89 | $1.71 | 0.58% |