| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffery Yorg Focus Partners Advisor Solutions LLC | 6,866 | $228,431.82 | $212,811.67 | -$15,620.15 | -6.84% |
| YL Yosef Levy Y.D. More Investments Ltd. | 4,988 | $118,679.9 | $153,954.62 | $35,274.72 | 29.72% |
Joseph Castro Nuveen LLC | 874,207 | $18.23M | $27.43M | $9.2M | 50.49% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 137,115 | $2.98M | $4.29M | $1.32M | 44.16% |
| SK Samira Kadam Cherry Creek Investment Advisors Inc. | 20,684 | $410,907.07 | $647,098.94 | $236,191.87 | 57.48% |
Richard Slavik Newbridge Financial Services Group Inc. | 1 | $32.12 | $31.38 | -$0.74 | -2.3% |
Kurt Van Dyken Lifeworks Advisors LLC | 8,800 | $292,776 | $273,548 | -$19,228 | -6.57% |
Sima Elimelech Activest Wealth Management | 5 | $118.1 | $156.9 | $38.8 | 32.85% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 11,104 | $218,659.5 | $344,224 | $125,564.5 | 57.42% |
Brian Baylis Bell Investment Advisors Inc. | 27 | $645.03 | $847.26 | $202.23 | 31.35% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 22,328 | $622,318.58 | $700,652.64 | $78,334.06 | 12.59% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 5 | $166.35 | $156.9 | -$9.45 | -5.68% |
Larry Herold Herold Advisors Inc. | 8,750 | $208,687.5 | $272,343.75 | $63,656.25 | 30.5% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 8,309 | $276,440.43 | $256,291.1 | -$20,149.33 | -7.29% |
Bobby Adusumilli SJS Investment Consulting Inc. | 275 | $8,307.29 | $8,629.5 | $322.21 | 3.88% |
Kea Molnar Cromwell Holdings LLC | 534 | $13,133.43 | $16,564.68 | $3,431.25 | 26.13% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 7,450 | $175,969.03 | $230,428.5 | $54,459.47 | 30.95% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 106 | $3,526.62 | $3,275.93 | -$250.69 | -7.11% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 22,910 | $593,759.38 | $699,442.3 | $105,682.92 | 17.8% |
Dominic Corabi Wedmont Private Capital | 9,369 | $310,809.63 | $289,174.18 | -$21,635.45 | -6.96% |