| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 2,524 | $78,970.77 | $96,669.2 | $17,698.43 | 22.41% |
Michelle Dubey Yousif Capital Management LLC | 38,704 | $1.28M | $1.48M | $205,795.51 | 16.12% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 9,192 | $314,329.57 | $349,847.52 | $35,517.95 | 11.3% |
Kyle P. Smith NewEdge Wealth LLC | 6,710 | $283,900.1 | $255,651 | -$28,249.1 | -9.95% |
James H. Hanna, III North Reef Capital Management LP | 3.56M | $123.4M | $135.83M | $12.42M | 10.07% |
Joseph Castro Nuveen LLC | 1.43M | $49.11M | $53.64M | $4.53M | 9.22% |
Brian Baylis Bell Investment Advisors Inc. | 143 | $5,196.23 | $5,476.9 | $280.67 | 5.4% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 223,297 | $8.38M | $8.55M | $176,613.77 | 2.11% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1 | $42.31 | $37.45 | -$4.86 | -11.49% |
Bobby Adusumilli SJS Investment Consulting Inc. | 171 | $7,122.54 | $6,549.3 | -$573.24 | -8.05% |
Ellen York T. Rowe Price Investment Management Inc. | 5.2M | $188.19M | $197.47M | $9.28M | 4.93% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,660 | $89,461.5 | $99,617 | $10,155.5 | 11.35% |
Ana-Maria Ignat Covestor Ltd | 1,057 | $39,625.81 | $40,483.1 | $857.29 | 2.16% |
Bill McVay Red Tortoise LLC | 243 | $7,068.04 | $9,236.43 | $2,168.39 | 30.68% |
W. Travis McKinney HB Wealth Management LLC | 6,685 | $235,915.08 | $256,035.5 | $20,120.42 | 8.53% |
Michael Byun SageView Advisory Group LLC | 8,032 | $282,864.29 | $304,975.04 | $22,110.75 | 7.82% |
CJ Harrison DecisionPoint Financial LLC | 4 | $173 | $153.2 | -$19.8 | -11.45% |
Albert Moore First National Advisers LLC | 11,134 | $350,165.14 | $426,209.52 | $76,044.38 | 21.72% |
Mariana Coli Dunhill Financial LLC | 2 | $69.33 | $76.6 | $7.27 | 10.49% |
Drew Phillips Fortitude Family Office LLC | 500 | $19,021.33 | $19,150 | $128.67 | 0.68% |