| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 100 | $12,834 | $20,514.5 | $7,680.5 | 59.84% |
| CAL CSM Advisors LLC CSM Advisors LLC | 76,714 | $13.74M | $15.74M | $2M | 14.56% |
Carrie Delgott Wescott Financial Advisory Group LLC | 1,144 | $224,201.12 | $234,685.88 | $10,484.76 | 4.68% |
Joseph Castro Nuveen LLC | 465,425 | $82.38M | $94.79M | $12.41M | 15.07% |
| HP Hannah Perry Crestmont Private Wealth LLC | 4,719 | $749,658.82 | $966,002.89 | $216,344.07 | 28.86% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 26 | $5,095.48 | $5,299.58 | $204.1 | 4.01% |
Kurt Van Dyken Lifeworks Advisors LLC | 4,020 | $556,386.38 | $818,753.4 | $262,367.02 | 47.16% |
Adam J. Peck Riverwater Partners LLC | 20,973 | $3.47M | $4.27M | $804,348.72 | 23.2% |
Brian Baylis Bell Investment Advisors Inc. | 315 | $50,092.28 | $64,206.45 | $14,114.17 | 28.18% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 16,645 | $2.74M | $3.36M | $619,281.8 | 22.57% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 1,495 | $214,941.93 | $301,646.15 | $86,704.22 | 40.34% |
Bobby Adusumilli SJS Investment Consulting Inc. | 276 | $52,109.54 | $55,765.8 | $3,656.26 | 7.02% |
Kea Molnar Cromwell Holdings LLC | 372 | $52,582.2 | $78,406.44 | $25,824.24 | 49.11% |
| RF Rekah Franca Catalyst Funds Management Pty Ltd. | 1,065 | $208,719 | $217,078.95 | $8,359.95 | 4.01% |
| PNC Paul N. Clark Mi LLCapital Management LLC | 1,620 | $227,707.2 | $329,378.4 | $101,671.2 | 44.65% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,073 | $205,017.2 | $217,652.68 | $12,635.48 | 6.16% |
Mark Sansoterra Highview Capital Management LLC/DE/ | 9,501 | $1.7M | $1.92M | $217,784.67 | 12.8% |
Darby Barncord Martin Capital Advisors LLP | 3,145 | $523,327.95 | $635,447.25 | $112,119.3 | 21.42% |
| DC Dominic Corabi Wedmont Private Capital | 3,034 | $472,488.74 | $629,767.38 | $157,278.64 | 33.29% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 11 | $1,659.46 | $2,228.27 | $568.81 | 34.28% |