| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kyle P. Smith NewEdge Wealth LLC | 16,978 | $2.59M | $2.13M | -$454,865.52 | -17.57% |
Joseph Castro Nuveen LLC | 2.42M | $368.1M | $304.28M | -$63.82M | -17.34% |
| MPM Mark P. Mennitt CenterBook Partners LP | 18,260 | $1.99M | $2.29M | $302,750.84 | 15.2% |
| SE Sima Elimelech Activest Wealth Management | 107 | $14,296.14 | $13,447.76 | -$848.38 | -5.93% |
Christina Forster Pazienza Guardian Partners Inc. | 1,887 | $205,872 | $237,158.16 | $31,286.16 | 15.2% |
Brian Baylis Bell Investment Advisors Inc. | 86 | $13,252.07 | $10,808.48 | -$2,443.59 | -18.44% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 10,361 | $1.6M | $1.3M | -$295,363.91 | -18.49% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 11,449 | $1.14M | $1.44M | $294,274.46 | 25.71% |
Jim Gallagher LTS One Management LP | 59,950 | $6.54M | $7.53M | $993,971.12 | 15.2% |
Bobby Adusumilli SJS Investment Consulting Inc. | 152 | $17,486.65 | $19,103.36 | $1,616.71 | 9.25% |
Kea Molnar Cromwell Holdings LLC | 628 | $70,989.38 | $78,927.04 | $7,937.66 | 11.18% |
Lindsay Voak Greenland Capital Management LP | 4,450 | $719,253.76 | $559,276 | -$159,977.76 | -22.24% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 2,333 | $360,083.37 | $293,211.44 | -$66,871.93 | -18.57% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 91 | $10,696.16 | $11,436.88 | $740.72 | 6.93% |
Jeffrey Malcom Buttonwood Financial Advisors Inc. | 1,991 | $147,106.93 | $250,228.88 | $103,121.95 | 70.1% |
| HC Harry Cowley Stonegate Investment Group LLC | 6,372 | $1.09M | $800,832.96 | -$285,207.22 | -26.26% |
| DC Dominic Corabi Wedmont Private Capital | 2,474 | $275,380.94 | $310,932.32 | $35,551.38 | 12.91% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 12 | $2,124.36 | $1,508.16 | -$616.2 | -29.01% |
Candace Cavalier Congress Wealth Management LLC / DE / | 2,956 | $437,500.61 | $371,510.08 | -$65,990.53 | -15.08% |
Jason Whitby Stone Summit Wealth LLC | 3,150 | $179,109 | $395,892 | $216,783 | 121.03% |