| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Cole Holmlund Alaethes Wealth LLC | 2,874 | $1.99M | $1.55M | -$432,189.46 | -21.75% |
Jennifer Easley Gitterman Wealth Management LLC | 307 | $99,149.78 | $166,075.55 | $66,925.77 | 67.5% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 9,866 | $5.53M | $5.3M | -$234,227.82 | -4.23% |
Kyle P. Smith NewEdge Wealth LLC | 13,291 | $6.87M | $7.14M | $268,222.55 | 3.9% |
| YL Yosef Levy Y.D. More Investments Ltd. | 75 | $47,163.72 | $40,464 | -$6,699.72 | -14.21% |
Joseph Castro Nuveen LLC | 561,268 | $278.93M | $302.7M | $23.77M | 8.52% |
| MPM Mark P. Mennitt CenterBook Partners LP | 6,497 | $3.97M | $3.51M | -$468,428.06 | -11.79% |
Katie Smith Delos Wealth Advisors LLC | 50 | $26,964.1 | $26,976 | $11.9 | 0.04% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 524 | $117,949.06 | $282,364.16 | $164,415.1 | 139.4% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 29 | $17,235.28 | $15,639.99 | -$1,595.29 | -9.26% |
Kurt Van Dyken Lifeworks Advisors LLC | 1,224 | $771,424.54 | $660,115.44 | -$111,309.1 | -14.43% |
Brian Baylis Bell Investment Advisors Inc. | 76 | $17,687.33 | $40,953.58 | $23,266.25 | 131.54% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 135,940 | $56.79M | $73.06M | $16.27M | 28.64% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 2,965 | $1.68M | $1.62M | -$61,286.52 | -3.64% |
| DC Donie Carlson DMC Group LLC | 1,085 | $282,694.89 | $585,151.35 | $302,456.46 | 106.99% |
Bobby Adusumilli SJS Investment Consulting Inc. | 15 | $12,419.1 | $8,061.6 | -$4,357.5 | -35.09% |
Kea Molnar Cromwell Holdings LLC | 241 | $88,219.49 | $122,531.63 | $34,312.14 | 38.89% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 1,149 | $389,252.2 | $586,311.72 | $197,059.52 | 50.63% |
| OFA Olalekan F. Adeduji Washington Trust Advisors Inc. | 5 | $2,839.65 | $2,687.2 | -$152.45 | -5.37% |
Marc Dacanay Geometric Wealth Advisors | 500 | $297,393.62 | $267,851.05 | -$29,542.57 | -9.93% |