| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YA Yinka Akinsola Blue Trust Inc. | 521 | $28,743.16 | $31,484.03 | $2,740.87 | 9.54% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 3,685 | $193,144.25 | $231,712.8 | $38,568.55 | 19.97% |
Jeff Ameen Spire Wealth Management | 3,344 | $184,376.26 | $210,003.2 | $25,626.94 | 13.9% |
Michelle Dubey Yousif Capital Management LLC | 29,213 | $2.69M | $1.83M | -$854,468.27 | -31.78% |
Kyle P. Smith NewEdge Wealth LLC | 7,570 | $456,425.9 | $473,427.8 | $17,001.9 | 3.73% |
Dipen Mehta Invst LLC | 11,788 | $696,788.68 | $745,355.24 | $48,566.56 | 6.97% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 14,241 | $831,631.49 | $889,920.09 | $58,288.6 | 7.01% |
Joseph Castro Nuveen LLC | 1.52M | $83.47M | $91.61M | $8.14M | 9.75% |
| MPM Mark P. Mennitt CenterBook Partners LP | 28,444 | $1.77M | $1.79M | $13,368.68 | 0.75% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 9,655 | $575,921.7 | $608,168.45 | $32,246.75 | 5.6% |
Richard Slavik Newbridge Financial Services Group Inc. | 1 | $56.03 | $60.43 | $4.4 | 7.85% |
Sima Elimelech Activest Wealth Management | 245 | $14,892.47 | $14,805.35 | -$87.12 | -0.58% |
Brian Baylis Bell Investment Advisors Inc. | 40 | $2,153.2 | $2,512 | $358.8 | 16.66% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 13,125 | $726,806.55 | $824,250 | $97,443.45 | 13.41% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 2 | $124.8 | $120.86 | -$3.94 | -3.16% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 8,263 | $479,352.25 | $516,685.39 | $37,333.14 | 7.79% |
Bobby Adusumilli SJS Investment Consulting Inc. | 1,171 | $60,828.86 | $73,538.8 | $12,709.94 | 20.89% |
Kea Molnar Cromwell Holdings LLC | 413 | $24,276.32 | $25,919.88 | $1,643.56 | 6.77% |
David Spratt Badgley Phelps Wealth Managers LLC | 15,301 | $889,933.45 | $967,558.73 | $77,625.28 | 8.72% |
Dinan Hu R Squared Ltd | 8,180 | $453,620.95 | $514,522 | $60,901.05 | 13.43% |