| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 2,012 | $131,604.92 | $112,008.04 | -$19,596.88 | -14.89% |
Michelle Dubey Yousif Capital Management LLC | 45,892 | $3.42M | $2.55M | -$864,168.1 | -25.28% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 21,004 | $1.1M | $1.16M | $60,865.56 | 5.55% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 6,322 | $413,522.02 | $379,383.21 | -$34,138.81 | -8.26% |
| CPS Chow Pak Sun Gordian Capital Singapore Pte Ltd. | 100 | $4,899 | $5,727 | $828 | 16.9% |
Joseph Castro Nuveen LLC | 415,182 | $16.22M | $23.78M | $7.55M | 46.57% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 3,044 | $199,108.04 | $174,329.88 | -$24,778.16 | -12.44% |
Kevin B. Crawford JB Capital LLC | 104,147 | $4.66M | $6.25M | $1.59M | 34.19% |
Richard Slavik Newbridge Financial Services Group Inc. | 150 | $9,811.5 | $8,590.5 | -$1,221 | -12.44% |
Brian Baylis Bell Investment Advisors Inc. | 146 | $5,253.08 | $8,127.82 | $2,874.74 | 54.72% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 9,812 | $537,411 | $543,879.16 | $6,468.16 | 1.2% |
Bobby Adusumilli SJS Investment Consulting Inc. | 895 | $38,847.26 | $49,824.65 | $10,977.39 | 28.26% |
Kea Molnar Cromwell Holdings LLC | 44 | $2,056.15 | $2,431.88 | $375.73 | 18.27% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 5,416 | $265,329.43 | $299,511.3 | $34,181.87 | 12.88% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 627 | $28,507.25 | $35,908.29 | $7,401.04 | 25.96% |
Dominic Corabi Wedmont Private Capital | 5,196 | $338,090.12 | $287,754.48 | -$50,335.64 | -14.89% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 16 | $573.76 | $875.84 | $302.08 | 52.65% |
Jennifer Ralph Oppold Alpine Peaks Capita LLP | 89,599 | $3.56M | $4.88M | $1.32M | 37.01% |
Shaun Peterson Peterson Wealth Services | 5,086 | $234,288.75 | $305,210.85 | $70,922.1 | 30.27% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 3,318 | $115,948.91 | $177,081.66 | $61,132.75 | 52.72% |