| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jessica Clark Caerus Investment Advisors LLC | 614 | $334,602.9 | $454,802.08 | $120,199.18 | 35.92% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 2,790 | $1.32M | $2.07M | $756,905.1 | 57.53% |
Joseph Castro Nuveen LLC | 144,637 | $52.24M | $107.75M | $55.52M | 106.28% |
| JDK James D. King Lindenwold Advisors Inc. | 2,074 | $304,455.17 | $1.54M | $1.24M | 406.05% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 703 | $383,327.83 | $525,316.75 | $141,988.92 | 37.04% |
| SE Sima Elimelech Activest Wealth Management | 36 | $19,616.4 | $25,763.04 | $6,146.64 | 31.33% |
| RT Robert Tutela Essex LLC | 580 | $289,613.85 | $432,088.4 | $142,474.55 | 49.19% |
Brian Baylis Bell Investment Advisors Inc. | 4 | $640.13 | $2,989 | $2,348.87 | 366.94% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 282,464 | $101.31M | $211.74M | $110.43M | 109% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 1,198 | $655,565.07 | $901,099.66 | $245,534.59 | 37.45% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 1,783 | $595,153.79 | $1.33M | $733,145.55 | 123.19% |
Christopher Davis Burns Matteson Capital Management LLC | 850 | $311,786.6 | $601,664.03 | $289,877.43 | 92.97% |
Bobby Adusumilli SJS Investment Consulting Inc. | 117 | $63,287.07 | $87,703.2 | $24,416.13 | 38.58% |
Kea Molnar Cromwell Holdings LLC | 4 | $1,270 | $2,844.62 | $1,574.62 | 123.99% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 1,629 | $545,786.14 | $1.15M | $607,285.27 | 111.27% |
| OFA Olalekan F. Adeduji Washington Trust Advisors Inc. | 420 | $58,809.36 | $314,832 | $256,022.64 | 435.34% |
Ashish Sharma DGS Capital Management LLC | 576 | $332,629.89 | $431,769.6 | $99,139.71 | 29.8% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 678 | $373,761.06 | $507,001.62 | $133,240.56 | 35.65% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 91 | $68,749.67 | $68,286.4 | -$463.27 | -0.67% |
| JAC J. Adam Causey Jackson Thornton Wealth Management LLC | 410 | $228,487.85 | $307,336 | $78,848.15 | 34.51% |