| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
PAX Financial Group PAX Financial Group LLC | 4,070 | $251,363.2 | $240,659.1 | -$10,704.1 | -4.26% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 5,330 | $316,691.81 | $304,076.49 | -$12,615.32 | -3.98% |
Daniel Russell Naviter Wealth LLC | 51,914 | $2.01M | $3.08M | $1.07M | 53.37% |
| YA Yinka Akinsola Blue Trust Inc. | 35,161 | $1.39M | $2.13M | $747,053.8 | 53.92% |
Jeff Ameen Spire Wealth Management | 4,900 | $173,894.01 | $297,185 | $123,290.99 | 70.9% |
Michelle Dubey Yousif Capital Management LLC | 20,981 | $773,779.61 | $1.27M | $498,718.04 | 64.45% |
Cole Holmlund Alaethes Wealth LLC | 43,368 | $1.74M | $2.47M | $732,161.23 | 42.04% |
Rajesh Chelapurath Ceera Investments LLC | 22,360 | $898,465.2 | $1.31M | $414,737.6 | 46.16% |
Kyle P. Smith NewEdge Wealth LLC | 80,822 | $3.63M | $4.61M | $982,773.12 | 27.09% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 5,954 | $317,695.33 | $349,678.42 | $31,983.09 | 10.07% |
Joseph Castro Nuveen LLC | 219,957 | $13.49M | $12.55M | -$945,838.54 | -7.01% |
| MPM Mark P. Mennitt CenterBook Partners LP | 42,560 | $2.08M | $2.43M | $352,336.41 | 16.97% |
Richard Slavik Newbridge Financial Services Group Inc. | 520 | $31,606.4 | $29,663.4 | -$1,943 | -6.15% |
Kimberly Cappellano Private Wealth Asset Management LLC | 37 | $1,531 | $2,110.85 | $579.85 | 37.87% |
Christina Forster Pazienza Guardian Partners Inc. | 1,000 | $61,760 | $60,650 | -$1,110 | -1.8% |
Robert Tutela Essex LLC | 6,765 | $279,868.05 | $410,297.25 | $130,429.2 | 46.6% |
Brian Baylis Bell Investment Advisors Inc. | 265 | $12,911.89 | $15,722.45 | $2,810.56 | 21.77% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 37,911 | $1.67M | $2.17M | $507,737.89 | 30.47% |
Christopher Davis Burns Matteson Capital Management LLC | 7,563 | $422,521.5 | $458,695.95 | $36,174.45 | 8.56% |
Bobby Adusumilli SJS Investment Consulting Inc. | 271 | $15,530.87 | $16,436.15 | $905.28 | 5.83% |