| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DM Dipen Mehta Invst LLC | 4,055 | $777,505.7 | $736,894.87 | -$40,610.83 | -5.22% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 2,273 | $290,554.62 | $413,060.92 | $122,506.3 | 42.16% |
Joseph Castro Nuveen LLC | 185,244 | $29.54M | $33.69M | $4.15M | 14.03% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 230 | $28,980 | $41,689.8 | $12,709.8 | 43.86% |
Brian Baylis Bell Investment Advisors Inc. | 50 | $2,578.7 | $9,063 | $6,484.3 | 251.46% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 2,178 | $417,609.72 | $392,715.18 | -$24,894.54 | -5.96% |
| JM Janet Messer FRG Family Wealth Advisors LLC | 3,000 | $278,520 | $545,526 | $267,006 | 95.87% |
Bobby Adusumilli SJS Investment Consulting Inc. | 25 | $3,832.5 | $4,507.75 | $675.25 | 17.62% |
Kea Molnar Cromwell Holdings LLC | 10 | $1,117 | $1,798.16 | $681.16 | 60.98% |
| SM Stacey Madison VELA Investment Management LLC | 9,874 | $1.13M | $1.8M | $666,738.66 | 59.07% |
Christopher Moore Paralel Advisors LLC | 19,816 | $1.43M | $3.59M | $2.16M | 150.93% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 1,528 | $238,355.2 | $276,170.74 | $37,815.54 | 15.87% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,393 | $313,818.14 | $431,051.09 | $117,232.95 | 37.36% |
| DC Dominic Corabi Wedmont Private Capital | 3,055 | $373,138.74 | $554,916.31 | $181,777.57 | 48.72% |
| KWM Kolinsky Wealth Management LLC Kolinsky Wealth Management LLC | 2,030 | $220,255 | $366,029.3 | $145,774.3 | 66.18% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 11,000 | $699,930 | $1.98M | $1.28M | 183.09% |
Jonathan Yarger Yarger Wealth Strategies LLC | 1,076 | $206,312.24 | $193,482.02 | -$12,830.22 | -6.22% |
| RG Ryan Gough Perfromance Wealth Partners LLC | 1,250 | $239,675 | $225,162.5 | -$14,512.5 | -6.06% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 2,081 | $272,888.16 | $368,357.81 | $95,469.65 | 34.98% |
Ana-Maria Ignat Covestor Ltd | 568 | $66,546.88 | $101,876.99 | $35,330.11 | 53.09% |