| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joseph Castro Nuveen LLC | 32,246 | $19.51M | $16.55M | -$2.97M | -15.2% |
| BFI BROGAN FINANCIAL Inc. BROGAN FINANCIAL Inc. | 568 | $286,945.78 | $294,297.84 | $7,352.06 | 2.56% |
| KC Kasey Cook Maripau Wealth Management LLC | 1,132 | $589,176.55 | $581,938.56 | -$7,237.99 | -1.23% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 92,737 | $42.62M | $47.8M | $5.18M | 12.16% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 748 | $348,373.51 | $386,839.42 | $38,465.91 | 11.04% |
Bobby Adusumilli SJS Investment Consulting Inc. | 65 | $27,638.75 | $33,503.6 | $5,864.85 | 21.22% |
Kea Molnar Cromwell Holdings LLC | 2 | $755.5 | $1,034.54 | $279.04 | 36.93% |
Dinan Hu R Squared Ltd | 550 | $256,157 | $281,831 | $25,674 | 10.02% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 721 | $335,799 | $368,636.48 | $32,837.48 | 9.78% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 512 | $193,403.17 | $264,647.68 | $71,244.51 | 36.84% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 4,390 | $2.16M | $2.25M | $85,042.17 | 3.93% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 611 | $284,567.13 | $313,039.74 | $28,472.61 | 10.01% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 3 | $1,589.4 | $1,552.98 | -$36.42 | -2.29% |
Ana-Maria Ignat Covestor Ltd | 189 | $88,416.79 | $97,418.16 | $9,001.37 | 10.18% |
Bill McVay Red Tortoise LLC | 5 | $2,552.15 | $2,553.3 | $1.15 | 0.05% |
W. Travis McKinney HB Wealth Management LLC | 1,163 | $541,655.61 | $599,456.72 | $57,801.11 | 10.67% |
William Jollie Quent Capital LLC | 20 | $8,658.8 | $10,308.8 | $1,650 | 19.06% |
Jason Matthews Kfg Wealth Management LLC | 788 | $423,278.01 | $405,229 | -$18,049.01 | -4.26% |
Daniel Ronan Catalyst Financial Partners LLC | 594 | $276,650 | $304,329.96 | $27,679.96 | 10.01% |
CJ Harrison DecisionPoint Financial LLC | 1 | $481 | $515.44 | $34.44 | 7.16% |