| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffery Yorg Focus Partners Advisor Solutions LLC | 6,677 | $580,565.15 | $756,686.38 | $176,121.23 | 30.34% |
Joseph Castro Nuveen LLC | 388,078 | $37.63M | $45.11M | $7.48M | 19.87% |
Richard Slavik Newbridge Financial Services Group Inc. | 1,003 | $49,792.85 | $116,578.69 | $66,785.84 | 134.13% |
Sima Elimelech Activest Wealth Management | 95 | $8,260.25 | $11,041.85 | $2,781.6 | 33.67% |
Brian Baylis Bell Investment Advisors Inc. | 74 | $3,780.74 | $8,389.38 | $4,608.64 | 121.9% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 523,192 | $34.3M | $59.31M | $25.01M | 72.92% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 5,342 | $506,539.26 | $609,121.55 | $102,582.29 | 20.25% |
Bobby Adusumilli SJS Investment Consulting Inc. | 99 | $8,451.6 | $11,223.63 | $2,772.03 | 32.8% |
Kea Molnar Cromwell Holdings LLC | 20 | $1,225.55 | $2,286.5 | $1,060.95 | 86.57% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 2,502 | $217,548.9 | $271,391.94 | $53,843.04 | 24.75% |
Dominic Corabi Wedmont Private Capital | 3,329 | $294,394.65 | $380,496.38 | $86,101.73 | 29.25% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 10 | $503.9 | $1,143.5 | $639.6 | 126.93% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 786 | $36,376.08 | $85,878.36 | $49,502.28 | 136.08% |
Jennifer Carlson Gould Capital LLC | 1,000 | $41,205 | $109,320 | $68,115 | 165.31% |
Ana-Maria Ignat Covestor Ltd | 139 | $15,459.85 | $15,758.43 | $298.58 | 1.93% |
W. Travis McKinney HB Wealth Management LLC | 5,186 | $450,922.7 | $587,936.82 | $137,014.12 | 30.39% |
Taylor Fairman Eagle Rock Investment Company LLC | 4,750 | $413,012.5 | $524,970 | $111,957.5 | 27.11% |
William Jollie Quent Capital LLC | 200 | $14,374.88 | $22,674 | $8,299.12 | 57.73% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 11,638 | $1.01M | $1.32M | $310,937.2 | 30.73% |
CJ Harrison DecisionPoint Financial LLC | 11 | $807.4 | $1,247.07 | $439.67 | 54.46% |