| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kimberly Van Winkle Twelve Points Wealth Management LLC | 9,537 | $1.5M | $1.94M | $441,803.87 | 29.54% |
Kevin B. Crawford JB Capital LLC | 3,740 | $543,395.37 | $731,618.8 | $188,223.43 | 34.64% |
Sima Elimelech Activest Wealth Management | 95 | $18,104.15 | $18,583.9 | $479.75 | 2.65% |
Brian Baylis Bell Investment Advisors Inc. | 43 | $5,952.98 | $8,411.66 | $2,458.68 | 41.3% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 170,719 | $32M | $33.4M | $1.39M | 4.35% |
Bobby Adusumilli SJS Investment Consulting Inc. | 80 | $14,754.4 | $15,649.6 | $895.2 | 6.07% |
Kea Molnar Cromwell Holdings LLC | 18 | $3,683.44 | $3,657.06 | -$26.38 | -0.72% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 1,767 | $262,146.33 | $377,183.82 | $115,037.49 | 43.88% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 735 | $137,648.02 | $144,530.4 | $6,882.38 | 5% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 1,190 | $256,004.7 | $265,453.31 | $9,448.61 | 3.69% |
| HC Harry Cowley Stonegate Investment Group LLC | 1,367 | $215,898.6 | $288,149.93 | $72,251.33 | 33.47% |
Dominic Corabi Wedmont Private Capital | 1,338 | $245,236.32 | $285,609.49 | $40,373.17 | 16.46% |
Candace Cavalier Congress Wealth Management LLC / DE / | 80,054 | $7.7M | $15.74M | $8.04M | 104.46% |
Penny A. Phillips Journey Strategic Wealth LLC | 1,222 | $208,962 | $260,848.13 | $51,886.13 | 24.83% |
Caroline Jankowski Operose Advisors LLC | 5 | $1,075.65 | $1,114.65 | $39 | 3.63% |
Ana-Maria Ignat Covestor Ltd | 135 | $24,884.13 | $29,683.8 | $4,799.67 | 19.29% |
W. Travis McKinney HB Wealth Management LLC | 3,328 | $536,973.04 | $710,394.88 | $173,421.84 | 32.3% |
William Jollie Quent Capital LLC | 444 | $81,767.73 | $97,626.72 | $15,858.99 | 19.4% |
Patrick O'Connell Security Financial Services Inc. | 920 | $197,919.6 | $192,045.4 | -$5,874.2 | -2.97% |
Michael Byun SageView Advisory Group LLC | 1,042 | $232,439 | $229,177.48 | -$3,261.52 | -1.4% |