| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YA Yinka Akinsola Blue Trust Inc. | 9,334 | $114,248.16 | $128,902.54 | $14,654.38 | 12.83% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 17,460 | $224,960.26 | $241,122.6 | $16,162.34 | 7.18% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 20,817 | $327,243.24 | $296,538.16 | -$30,705.08 | -9.38% |
Joseph Castro Nuveen LLC | 2.88M | $50.79M | $39.71M | -$11.08M | -21.81% |
Kimberly Cappellano Private Wealth Asset Management LLC | 333 | $7,146 | $4,743.58 | -$2,402.42 | -33.62% |
Sima Elimelech Activest Wealth Management | 298 | $4,676.04 | $4,115.38 | -$560.66 | -11.99% |
Brian Baylis Bell Investment Advisors Inc. | 149 | $2,221.93 | $2,074.08 | -$147.85 | -6.65% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 20,336 | $262,307.46 | $283,077.12 | $20,769.66 | 7.92% |
Bobby Adusumilli SJS Investment Consulting Inc. | 505 | $7,938.6 | $7,029.6 | -$909 | -11.45% |
Kea Molnar Cromwell Holdings LLC | 50 | $713.82 | $717 | $3.18 | 0.45% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 51,100 | $803,292 | $704,924.5 | -$98,367.5 | -12.25% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 29 | $620.6 | $416.58 | -$204.02 | -32.87% |
| TG Terence Gray Vert Asset Management LLC | 145,128 | $3.91M | $2.01M | -$1.91M | -48.75% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 100 | $1,146 | $1,382.5 | $236.5 | 20.64% |
Ana-Maria Ignat Covestor Ltd | 4,586 | $59,711.36 | $63,837.12 | $4,125.76 | 6.91% |
W. Travis McKinney HB Wealth Management LLC | 23,211 | $317,724.26 | $323,097.12 | $5,372.86 | 1.69% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 10,063 | $158,190.36 | $142,240.5 | -$15,949.86 | -10.08% |
William Jollie Quent Capital LLC | 920 | $11,831.2 | $12,806.4 | $975.2 | 8.24% |
Ed West Values First Advisors Inc. | 20,196 | $548,078.95 | $283,147.92 | -$264,931.03 | -48.34% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 28,356 | $445,756 | $405,065.46 | -$40,690.54 | -9.13% |