| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joseph Castro Nuveen LLC | 138,374 | $3.47M | $3.67M | $199,956.86 | 5.77% |
Spencer Rand Five Oceans Advisors | 24,840 | $331,455.08 | $657,390.6 | $325,935.52 | 98.33% |
Richard Slavik Newbridge Financial Services Group Inc. | 644 | $12,482.86 | $16,560.46 | $4,077.6 | 32.67% |
Kimberly Cappellano Private Wealth Asset Management LLC | 140 | $1,906.76 | $3,600.1 | $1,693.34 | 88.81% |
Brian Baylis Bell Investment Advisors Inc. | 718 | $13,701.53 | $18,463.37 | $4,761.84 | 34.75% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 70,006 | $1.13M | $1.8M | $662,875.5 | 58.41% |
| DC Donie Carlson DMC Group LLC | 24,509 | $567,851.59 | $649,611.04 | $81,759.45 | 14.4% |
Christopher Davis Burns Matteson Capital Management LLC | 41,970 | $728,133 | $1.11M | $384,281.85 | 52.78% |
Bobby Adusumilli SJS Investment Consulting Inc. | 877 | $21,421.12 | $22,543.28 | $1,122.16 | 5.24% |
Kea Molnar Cromwell Holdings LLC | 13,659 | $137,000 | $350,968 | $213,968 | 156.18% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 479 | $2,811.73 | $12,317.48 | $9,505.75 | 338.07% |
Ashish Sharma DGS Capital Management LLC | 162,597 | $1.04M | $4.31M | $3.27M | 314.43% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 911 | $24,515.66 | $23,868.2 | -$647.46 | -2.64% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 9,699 | $243,056.93 | $257,217.48 | $14,160.55 | 5.83% |
| HC Harry Cowley Stonegate Investment Group LLC | 67,921 | $603,250.01 | $1.8M | $1.2M | 198.59% |
Dominic Corabi Wedmont Private Capital | 19,536 | $262,759.17 | $511,940.88 | $249,181.71 | 94.83% |
Candace Cavalier Congress Wealth Management LLC / DE / | 36,808 | $565,738.96 | $946,701.76 | $380,962.8 | 67.34% |
Barry Oliver Capital Performance Advisors LLP | 10,477 | $162,656.57 | $277,902.42 | $115,245.85 | 70.85% |
Jason topor KLEIN PAVLIS & PEASLEY FINANCIAL Inc. | 87,784 | $1.81M | $2.3M | $491,040.92 | 27.16% |
Dave Reichert Echo45 Advisors LLC | 12,405 | $129,207.64 | $319,490.77 | $190,283.13 | 147.27% |