| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffery Yorg Focus Partners Advisor Solutions LLC | 3,140 | $445,032.2 | $493,262.6 | $48,230.4 | 10.84% |
Joseph Castro Nuveen LLC | 330,311 | $50.99M | $50.98M | -$16,304.02 | -0.03% |
James D. King Lindenwold Advisors Inc. | 4,688 | $322,612.16 | $743,329.28 | $420,717.12 | 130.41% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 1,737 | $246,185.01 | $259,108.29 | $12,923.28 | 5.25% |
Sima Elimelech Activest Wealth Management | 43 | $6,094.39 | $6,636.19 | $541.8 | 8.89% |
Brian Baylis Bell Investment Advisors Inc. | 35 | $4,387.6 | $5,561.85 | $1,174.25 | 26.76% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 4,062 | $766,824.36 | $645,492.42 | -$121,331.94 | -15.82% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 6,412 | $880,593.4 | $999,759.04 | $119,165.64 | 13.53% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 2,316 | $368,515.62 | $343,138.56 | -$25,377.06 | -6.89% |
Bobby Adusumilli SJS Investment Consulting Inc. | 120 | $13,077.67 | $19,069.2 | $5,991.53 | 45.81% |
Christopher Moore Paralel Advisors LLC | 29,664 | $4.2M | $4.72M | $517,043.52 | 12.3% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2 | $307.7 | $308.66 | $0.96 | 0.31% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 3 | $452.73 | $471.94 | $19.21 | 4.24% |
Candace Cavalier Congress Wealth Management LLC / DE / | 93,897 | $12.47M | $14.73M | $2.26M | 18.12% |
Ana-Maria Ignat Covestor Ltd | 134 | $20,615.9 | $21,293.94 | $678.04 | 3.29% |
W. Travis McKinney HB Wealth Management LLC | 2,962 | $419,804.26 | $470,691.42 | $50,887.16 | 12.12% |
William Jollie Quent Capital LLC | 15 | $1,168.35 | $2,383.65 | $1,215.3 | 104.02% |
Edward Lowndes Angeles Wealth Management LLC | 4,375 | $601,082.91 | $650,300 | $49,217.09 | 8.19% |
James M. Perkins Quantum Private Wealth LLC | 1,700 | $240,941 | $259,131 | $18,190 | 7.55% |
CJ Harrison DecisionPoint Financial LLC | 1 | $148 | $158.91 | $10.91 | 7.37% |