| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 26 | $8,853 | $8,799.18 | -$53.82 | -0.61% |
Michelle Dubey Yousif Capital Management LLC | 11,808 | $2.92M | $4.01M | $1.08M | 37.08% |
Kyle P. Smith NewEdge Wealth LLC | 1,669 | $496,919.52 | $563,170.67 | $66,251.15 | 13.33% |
Carrie Delgott Wescott Financial Advisory Group LLC | 6,412 | $2.55M | $2.11M | -$445,946.64 | -17.46% |
Dipen Mehta Invst LLC | 2,500 | $835,156.94 | $816,224.97 | -$18,931.97 | -2.27% |
Saleha Haji Laurus Global Equity Management Inc. | 4,320 | $1.61M | $1.46M | -$150,854.4 | -9.35% |
| YL Yosef Levy Y.D. More Investments Ltd. | 1,475 | $493,953.99 | $481,572.74 | -$12,381.25 | -2.51% |
Joseph Castro Nuveen LLC | 157,994 | $53.84M | $53.15M | -$690,946.26 | -1.28% |
James D. King Lindenwold Advisors Inc. | 1,331 | $523,272.4 | $447,761.71 | -$75,510.69 | -14.43% |
Adam J. Peck Riverwater Partners LLC | 1,506 | $384,652.79 | $495,248.12 | $110,595.33 | 28.75% |
Sima Elimelech Activest Wealth Management | 6 | $2,147.37 | $2,017.8 | -$129.57 | -6.03% |
Brian Baylis Bell Investment Advisors Inc. | 7 | $2,333.53 | $2,368.31 | $34.78 | 1.49% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 366,785 | $113.44M | $123.8M | $10.36M | 9.14% |
Bobby Adusumilli SJS Investment Consulting Inc. | 50 | $17,840.28 | $16,849.5 | -$990.78 | -5.55% |
Kea Molnar Cromwell Holdings LLC | 9 | $3,262.83 | $3,032.14 | -$230.69 | -7.07% |
Stacey Madison VELA Investment Management LLC | 22,942 | $7.49M | $7.49M | -$3,857.58 | -0.05% |
Dinan Hu R Squared Ltd | 996 | $332,285.81 | $325,184.03 | -$7,101.78 | -2.14% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 2,389 | $937,309.89 | $807,147.54 | -$130,162.35 | -13.89% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,004 | $900,119.84 | $640,418.28 | -$259,701.56 | -28.85% |
Dominic Corabi Wedmont Private Capital | 928 | $298,758.34 | $313,404.16 | $14,645.82 | 4.9% |