| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 5 | $152.2 | $208.87 | $56.67 | 37.23% |
| CAL CSM Advisors LLC CSM Advisors LLC | 164,170 | $4.88M | $6.84M | $1.97M | 40.33% |
Joseph Castro Nuveen LLC | 23,277 | $649,506.65 | $969,952.59 | $320,445.94 | 49.34% |
Taylor Jobe MKT Advisors LLC | 12,320 | $334,488 | $513,794.51 | $179,306.51 | 53.61% |
Richard S. Levenson Western Financial Corp./CA | 5,359 | $218,440 | $222,237.73 | $3,797.73 | 1.74% |
Kevin Kroskey True Wealth Design LLC | 13 | $376 | $541.71 | $165.71 | 44.07% |
Alexandra Stickelman Root Financial Partners, LLC | 14 | $475 | $583.38 | $108.38 | 22.82% |
Christopher C. Powers Farther Finance Advisors, LLC | 232 | $6,727.98 | $9,667.44 | $2,939.46 | 43.69% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 18 | $548 | $750.06 | $202.06 | 36.87% |
Mark Schafer Police & Firemen's Retirement System of New Jersey | 3,500 | $101,220 | $145,145 | $43,925 | 43.4% |
Kirsten Syverson Integrated Quantitative Investments LLC | 8,265 | $280,349 | $344,402.55 | $64,053.55 | 22.85% |