| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michelle Dubey Yousif Capital Management LLC | 75,282 | $1.95M | $4.14M | $2.2M | 113% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 395 | $22,475.5 | $22,023.22 | -$452.28 | -2.01% |
Jessica Clark Caerus Investment Advisors LLC | 10,290 | $379,289.4 | $572,329.8 | $193,040.4 | 50.9% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 13,516 | $509,395.72 | $737,973.6 | $228,577.88 | 44.87% |
Joseph Castro Nuveen LLC | 1.06M | $37.38M | $58.17M | $20.8M | 55.65% |
| MPM Mark P. Mennitt CenterBook Partners LP | 3,645 | $207,400.5 | $201,532.05 | -$5,868.45 | -2.83% |
Richard Slavik Newbridge Financial Services Group Inc. | 2 | $107.1 | $110.08 | $2.98 | 2.78% |
Adam J. Peck Riverwater Partners LLC | 24,037 | $873,864.89 | $1.35M | $474,610.81 | 54.31% |
Sima Elimelech Activest Wealth Management | 734 | $27,058.92 | $40,399.36 | $13,340.44 | 49.3% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 3 | $170.7 | $165.12 | -$5.58 | -3.27% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 17,948 | $746,337.9 | $975,563.54 | $229,225.64 | 30.71% |
Bobby Adusumilli SJS Investment Consulting Inc. | 710 | $26,627.64 | $39,078.4 | $12,450.76 | 46.76% |
Kea Molnar Cromwell Holdings LLC | 74 | $3,401.89 | $4,057.42 | $655.53 | 19.27% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 6,473 | $223,763.36 | $352,649.04 | $128,885.68 | 57.6% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 140 | $7,966 | $7,665 | -$301 | -3.78% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 7,694 | $289,435.9 | $427,478.64 | $138,042.74 | 47.69% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 3 | $111.93 | $164.85 | $52.92 | 47.28% |
Ana-Maria Ignat Covestor Ltd | 241 | $8,243.68 | $13,264.64 | $5,020.96 | 60.91% |
W. Travis McKinney HB Wealth Management LLC | 14,135 | $542,277.66 | $777,990.4 | $235,712.74 | 43.47% |
Jeremy Baltz Raleigh Capital Management Inc. | 287 | $11,749.5 | $15,812.26 | $4,062.76 | 34.58% |