| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 17,873 | $1.27M | $1.35M | $82,676.79 | 6.5% |
Jessica Clark Caerus Investment Advisors LLC | 2,955 | $219,852 | $225,821.1 | $5,969.1 | 2.72% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 4,292 | $264,344.28 | $326,192 | $61,847.72 | 23.4% |
Joseph Castro Nuveen LLC | 979,186 | $58.53M | $74.84M | $16.3M | 27.86% |
Adam J. Peck Riverwater Partners LLC | 28,480 | $1.71M | $2.19M | $474,370.15 | 27.67% |
Sima Elimelech Activest Wealth Management | 11 | $818.4 | $840.73 | $22.33 | 2.73% |
Brian Baylis Bell Investment Advisors Inc. | 36 | $1,964.88 | $2,731.32 | $766.44 | 39.01% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1 | $74.4 | $76.43 | $2.03 | 2.73% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 4,778 | $314,639.43 | $361,431.81 | $46,792.38 | 14.87% |
Bobby Adusumilli SJS Investment Consulting Inc. | 425 | $31,530.99 | $32,244.75 | $713.76 | 2.26% |
Lindsay Voak Greenland Capital Management LP | 4,790 | $295,016.09 | $368,566.55 | $73,550.46 | 24.93% |
Ashish Sharma DGS Capital Management LLC | 4,027 | $279,547.37 | $308,709.82 | $29,162.45 | 10.43% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,209 | $74,224.76 | $92,403.87 | $18,179.11 | 24.49% |
Penny A. Phillips Journey Strategic Wealth LLC | 5,076 | $313,928.03 | $389,811.42 | $75,883.39 | 24.17% |
Ana-Maria Ignat Covestor Ltd | 1,541 | $113,614.56 | $116,915.67 | $3,301.11 | 2.91% |
Samantha Pierangeli City State Bank | 1,000 | $60,650 | $76,600 | $15,950 | 26.3% |
W. Travis McKinney HB Wealth Management LLC | 8,486 | $571,518.69 | $643,832.82 | $72,314.13 | 12.65% |
| MC mike Chen Byrne Asset Management LLC | 350 | $20,967 | $26,831 | $5,864 | 27.97% |
Courtney Lawson Autumn Glory Partners LLC | 3,004 | $208,537.64 | $230,526.96 | $21,989.32 | 10.54% |
William Jollie Quent Capital LLC | 355 | $22,177.65 | $26,933.85 | $4,756.2 | 21.45% |