| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 10,309 | $354,174.68 | $606,530.01 | $252,355.33 | 71.25% |
Kyle P. Smith NewEdge Wealth LLC | 3,930 | $258,947.7 | $230,848.2 | -$28,099.5 | -10.85% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 1,327 | $59,914.22 | $78,419.06 | $18,504.84 | 30.89% |
Jessica Clark Caerus Investment Advisors LLC | 11,553 | $508,781.78 | $680,876.05 | $172,094.27 | 33.82% |
| CAL CSM Advisors LLC CSM Advisors LLC | 4,050 | $219,753 | $237,411 | $17,658 | 8.04% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 16,282 | $715,756.72 | $953,962.38 | $238,205.66 | 33.28% |
Joseph Castro Nuveen LLC | 841,976 | $29.91M | $49.4M | $19.49M | 65.17% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 42,643 | $1.43M | $2.53M | $1.09M | 76.35% |
Richard Slavik Newbridge Financial Services Group Inc. | 27 | $1,488.42 | $1,584.09 | $95.67 | 6.43% |
Kimberly Cappellano Private Wealth Asset Management LLC | 604 | $17,305 | $35,122.6 | $17,817.6 | 102.96% |
Sima Elimelech Activest Wealth Management | 92 | $4,991.92 | $5,397.64 | $405.72 | 8.13% |
Brian Baylis Bell Investment Advisors Inc. | 165 | $6,077 | $9,680.55 | $3,603.55 | 59.3% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 83,829 | $3.74M | $4.92M | $1.18M | 31.47% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 3 | $197.67 | $176.01 | -$21.66 | -10.96% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 19,214 | $856,270.61 | $1.12M | $267,748.39 | 31.27% |
Bobby Adusumilli SJS Investment Consulting Inc. | 273 | $12,232.59 | $16,016.91 | $3,784.32 | 30.94% |
Kea Molnar Cromwell Holdings LLC | 303 | $11,404.97 | $17,795.19 | $6,390.22 | 56.03% |
Christopher Moore Paralel Advisors LLC | 42,615 | $2.81M | $2.5M | -$305,549.55 | -10.88% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 6,941 | $239,909.22 | $405,423.81 | $165,514.59 | 68.99% |
Ashish Sharma DGS Capital Management LLC | 8,381 | $454,753.06 | $492,551.37 | $37,798.31 | 8.31% |