| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joseph Castro Nuveen LLC | 587,084 | $397.39M | $395.34M | -$2.05M | -0.52% |
Spencer Rand Five Oceans Advisors | 261 | $207,440.18 | $167,494.14 | -$39,946.04 | -19.26% |
S. Hardy Taylor Heritage Investment Group Inc. | 936 | $233,896.26 | $611,778.96 | $377,882.7 | 161.56% |
Richard Slavik Newbridge Financial Services Group Inc. | 598 | $475,284.41 | $402,800.84 | -$72,483.57 | -15.25% |
Kimberly Cappellano Private Wealth Asset Management LLC | 1,217 | $573,431.25 | $814,769.33 | $241,338.08 | 42.09% |
Sima Elimelech Activest Wealth Management | 1 | $794.79 | $673.06 | -$121.73 | -15.32% |
Brian Baylis Bell Investment Advisors Inc. | 41 | $13,848.8 | $27,618.83 | $13,770.03 | 99.43% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 863 | $685,638 | $581,981.31 | -$103,656.69 | -15.12% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 1,899 | $1.48M | $1.28M | -$206,832.15 | -13.93% |
Andrew Endelman Independent Wealth Network Inc. | 1,323 | $511,489.56 | $864,726.02 | $353,236.46 | 69.06% |
Bobby Adusumilli SJS Investment Consulting Inc. | 14 | $7,355.25 | $9,410.24 | $2,054.99 | 27.94% |
Kea Molnar Cromwell Holdings LLC | 12 | $7,316.89 | $8,035.62 | $718.73 | 9.82% |
Dinan Hu R Squared Ltd | 352 | $279,766 | $230,070.72 | -$49,695.28 | -17.76% |
Ellen York T. Rowe Price Investment Management Inc. | 317,988 | $71.3M | $214.7M | $143.4M | 201.12% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 2,311 | $1.01M | $1.55M | $540,496.7 | 53.55% |
Bradley W. Clark Paladin Advisory Group LLC | 58 | $12,554.68 | $37,220.92 | $24,666.24 | 196.47% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 18 | $3,865.22 | $12,109.68 | $8,244.46 | 213.3% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 909 | $698,436.23 | $611,247.96 | -$87,188.27 | -12.48% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 73 | $53,133.78 | $47,137.56 | -$5,996.22 | -11.29% |
Dominic Corabi Wedmont Private Capital | 1,581 | $946,907.97 | $1.06M | $113,903.5 | 12.03% |