| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kyle P. Smith NewEdge Wealth LLC | 77,160 | $1.19M | $1.77M | $576,101.5 | 48.46% |
Matthew Carney Nfj Investment Group LLC | 183 | $1,425.57 | $4,219.98 | $2,794.41 | 196.02% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 8,351 | $211,113.28 | $191,279.65 | -$19,833.63 | -9.39% |
| TCL Therese C.D. Linden Bank of New Hampshire | 3,879 | $82,079.64 | $88,208.46 | $6,128.82 | 7.47% |
Joseph Castro Nuveen LLC | 225,422 | $5.7M | $5.15M | -$545,521.24 | -9.57% |
Spencer Rand Five Oceans Advisors | 15,223 | $107,269.54 | $351,042.36 | $243,772.82 | 227.25% |
Kimberly Cappellano Private Wealth Asset Management LLC | 85 | $1,306 | $1,937.15 | $631.15 | 48.33% |
Sima Elimelech Activest Wealth Management | 2,495 | $33,158.55 | $56,973.32 | $23,814.77 | 71.82% |
Brian Baylis Bell Investment Advisors Inc. | 1,226 | $20,551.44 | $27,965.06 | $7,413.62 | 36.07% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 609,073 | $8.29M | $13.89M | $5.6M | 67.54% |
Christopher Davis Burns Matteson Capital Management LLC | 32,667 | $631,844.28 | $753,300.99 | $121,456.71 | 19.22% |
Bobby Adusumilli SJS Investment Consulting Inc. | 1,948 | $49,450.8 | $44,433.88 | -$5,016.92 | -10.15% |
Kea Molnar Cromwell Holdings LLC | 10,692 | $114,511 | $244,953.72 | $130,442.72 | 113.91% |
David Lemanski Channing Global Advisors LLC | 25,555 | $390,804.16 | $587,637.22 | $196,833.06 | 50.37% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 273 | $3,316.95 | $6,208.02 | $2,891.07 | 87.16% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 10,237 | $258,791.36 | $232,789.38 | -$26,001.98 | -10.05% |
Dominic Corabi Wedmont Private Capital | 11,026 | $148,694.15 | $251,613.32 | $102,919.17 | 69.22% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 9,447 | $238,820.16 | $217,847.81 | -$20,972.35 | -8.78% |
William T. Hedges Hedges Asset Management LLC | 94,500 | $2.41M | $2.16M | -$242,392.5 | -10.08% |
Penny A. Phillips Journey Strategic Wealth LLC | 10,264 | $137,164.08 | $235,764.08 | $98,600 | 71.88% |