| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 4,345 | $522,343.05 | $940,996.69 | $418,653.64 | 80.15% |
Kyle P. Smith NewEdge Wealth LLC | 1,849 | $394,595.09 | $376,289.97 | -$18,305.12 | -4.64% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 3,753 | $800,927.73 | $803,104.51 | $2,176.78 | 0.27% |
Jessica Clark Caerus Investment Advisors LLC | 1,015 | $216,611.15 | $217,199.86 | $588.71 | 0.27% |
Ben Rothwell Keystone Financial Services | 1,234 | $263,347.94 | $280,944.78 | $17,596.84 | 6.68% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 6,291 | $862,411.71 | $1.43M | $569,860.26 | 66.08% |
Joseph Castro Nuveen LLC | 141,084 | $20.28M | $29.13M | $8.85M | 43.65% |
| MPM Mark P. Mennitt CenterBook Partners LP | 1,970 | $222,846.4 | $406,745.9 | $183,899.5 | 82.52% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 4,006 | $457,666.57 | $867,579.46 | $409,912.89 | 89.57% |
Eduard Skutelsky Khrom Capital Management LLC | 20,587 | $4.39M | $4.41M | $11,940.67 | 0.27% |
Sima Elimelech Activest Wealth Management | 1 | $213.41 | $216.57 | $3.16 | 1.48% |
Brian Baylis Bell Investment Advisors Inc. | 114 | $13,250.6 | $23,200.14 | $9,949.54 | 75.09% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1 | $213.41 | $216.57 | $3.16 | 1.48% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 5,604 | $695,630.49 | $1.21M | $518,027.85 | 74.47% |
| SIM Studio Investment Management LLC Studio Investment Management LLC | 2,802 | $329,507.51 | $606,829.17 | $277,321.66 | 84.16% |
Bobby Adusumilli SJS Investment Consulting Inc. | 67 | $9,048.17 | $14,510.19 | $5,462.02 | 60.37% |
Jenell Wunsch Sora Investors LLC | 57,785 | $8.29M | $12.37M | $4.08M | 49.22% |
Kea Molnar Cromwell Holdings LLC | 9 | $1,195.33 | $1,949.13 | $753.8 | 63.06% |
Dinan Hu R Squared Ltd | 1,894 | $404,199 | $431,206.98 | $27,007.98 | 6.68% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 1,100 | $157,751 | $223,860.99 | $66,109.99 | 41.91% |