| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 6,079 | $837,267.27 | $809,297.27 | -$27,970 | -3.34% |
| MD Michelle Dubey Yousif Capital Management LLC | 33,584 | $3.62M | $4.75M | $1.13M | 31.1% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 15,931 | $2.06M | $2.12M | $62,715.85 | 3.05% |
Kyle P. Smith NewEdge Wealth LLC | 7,694 | $960,926.77 | $1.09M | $128,543.63 | 13.38% |
Mack, Connie Clarity Financial LLC | 6,130 | $801,669.12 | $868,191.9 | $66,522.78 | 8.3% |
| DB Derek Batts Union Heritage Capital LLC | 20,105 | $1.71M | $2.85M | $1.14M | 66.77% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 2,297 | $303,892.94 | $326,932.01 | $23,039.07 | 7.58% |
Joseph Castro Nuveen LLC | 1.94M | $256.36M | $275.26M | $18.91M | 7.38% |
| MPM Mark P. Mennitt CenterBook Partners LP | 21,291 | $3.01M | $3.03M | $21,214.96 | 0.71% |
| HP Hannah Perry Crestmont Private Wealth LLC | 1,536 | $215,224.32 | $218,618.88 | $3,394.56 | 1.58% |
| SC Suzanne Cross JTC Employer Solutions Trustee Ltd | 35,000 | $2.69M | $4.98M | $2.29M | 84.94% |
Adam J. Peck Riverwater Partners LLC | 1,844 | $249,788.24 | $262,023.18 | $12,234.94 | 4.9% |
Kimberly Cappellano Private Wealth Asset Management LLC | 167 | $21,840.2 | $23,729.86 | $1,889.66 | 8.65% |
| SE Sima Elimelech Activest Wealth Management | 55 | $7,545.46 | $7,779.75 | $234.29 | 3.11% |
Brian Baylis Bell Investment Advisors Inc. | 250 | $24,755.61 | $35,385 | $10,629.39 | 42.94% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 1.65M | $168.78M | $232.69M | $63.9M | 37.86% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 25,101 | $1.98M | $3.34M | $1.36M | 68.6% |
| SIM Studio Investment Management LLC Studio Investment Management LLC | 4,196 | $400,983.94 | $596,230.62 | $195,246.68 | 48.69% |
Bobby Adusumilli SJS Investment Consulting Inc. | 38 | $4,686.24 | $5,367.12 | $680.88 | 14.53% |
Kea Molnar Cromwell Holdings LLC | 957 | $96,824.95 | $134,405.86 | $37,580.91 | 38.81% |