| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 1,154 | $7,568 | $10,489.86 | $2,921.86 | 38.61% |
| RAD Robert A. Dee AMERICAN FINANCIAL GROUP Inc. | 36,000 | $406,008 | $317,160 | -$88,848 | -21.88% |
| BG Bart Gancher Intech Investment Management LLC | 118,334 | $809,026.63 | $1.05M | $240,004.28 | 29.67% |
| AS Anton Schutz MENDON CAPITAL ADVISORS Corp. | 226,400 | $2.99M | $1.99M | -$1M | -33.6% |
| JK Jessica Kardos Towle & Co | 447,891 | $3.19M | $3.93M | $734,541.42 | 23% |
Drew Waldron Canvas Wealth Advisors LLC | 17,335 | $110,734.91 | $153,241.4 | $42,506.49 | 38.39% |
Michelle Dubey Yousif Capital Management LLC | 32,209 | $364,927.97 | $284,727.56 | -$80,200.41 | -21.98% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 32,133 | $236,302.87 | $284,055.72 | $47,752.85 | 20.21% |
| CAL CSM Advisors LLC CSM Advisors LLC | 808,975 | $5.02M | $7.06M | $2.04M | 40.73% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 16,588 | $105,333.8 | $150,784.92 | $45,451.12 | 43.15% |
Joseph Castro Nuveen LLC | 1.21M | $7.25M | $10.64M | $3.39M | 46.8% |
Bobby Adusumilli SJS Investment Consulting Inc. | 116 | $789.96 | $1,025.44 | $235.48 | 29.81% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 220,087 | $1.84M | $1.92M | $80,653.24 | 4.38% |
Penny A. Phillips Journey Strategic Wealth LLC | 15,856 | $98,478.2 | $140,167.04 | $41,688.84 | 42.33% |
Ana-Maria Ignat Covestor Ltd | 125 | $927.29 | $1,110 | $182.71 | 19.7% |
W. Travis McKinney HB Wealth Management LLC | 12,406 | $88,454.78 | $109,669.04 | $21,214.26 | 23.98% |
Mariana Coli Dunhill Financial LLC | 2 | $13.62 | $17.73 | $4.11 | 30.18% |
Drew Phillips Fortitude Family Office LLC | 828 | $7,046 | $7,319.52 | $273.52 | 3.88% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 12,810 | $78,772.87 | $113,752.8 | $34,979.93 | 44.41% |
Kun Gao Sherbrooke Park Advisers LLC | 25,454 | $158,337.79 | $225,013.36 | $66,675.57 | 42.11% |