| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Carrie Delgott Wescott Financial Advisory Group LLC | 1,149 | $225,264.32 | $264,798.55 | $39,534.23 | 17.55% |
Joseph Castro Nuveen LLC | 563,830 | $103.24M | $134.84M | $31.6M | 30.61% |
| HP Hannah Perry Crestmont Private Wealth LLC | 4,618 | $733,858.38 | $1.1M | $365,317.98 | 49.78% |
Richard Slavik Newbridge Financial Services Group Inc. | 38 | $7,892.32 | $9,087.7 | $1,195.38 | 15.15% |
Kurt Van Dyken Lifeworks Advisors LLC | 3,521 | $486,246.94 | $821,906.99 | $335,660.05 | 69.03% |
Adam J. Peck Riverwater Partners LLC | 21,609 | $3.6M | $4.98M | $1.38M | 38.24% |
Sima Elimelech Activest Wealth Management | 4 | $850.56 | $956.6 | $106.04 | 12.47% |
Brian Baylis Bell Investment Advisors Inc. | 310 | $49,227.23 | $74,093.1 | $24,865.87 | 50.51% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 17,244 | $2.87M | $4.12M | $1.25M | 43.55% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1 | $212.64 | $239.15 | $26.51 | 12.47% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 2,186 | $372,704.07 | $517,098.3 | $144,394.23 | 38.74% |
Bobby Adusumilli SJS Investment Consulting Inc. | 297 | $56,574.98 | $70,985.97 | $14,410.99 | 25.47% |
Andrew J. Whalen Whalen Wealth Management Inc. | 1,165 | $271,527 | $268,485.91 | -$3,041.09 | -1.12% |
Kea Molnar Cromwell Holdings LLC | 389 | $56,185.33 | $92,224.12 | $36,038.79 | 64.14% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 3,569 | $756,450 | $845,799.46 | $89,349.46 | 11.81% |
Paul N. Clark Mi LLCapital Management LLC | 1,620 | $227,707.2 | $378,156.6 | $150,449.4 | 66.07% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 211 | $44,867.04 | $50,431.11 | $5,564.07 | 12.4% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,073 | $205,017.2 | $250,470.38 | $45,453.18 | 22.17% |
| JBB James B. Boucher Wilson & Boucher Capital Management LLC | 1,200 | $255,168 | $280,116 | $24,948 | 9.78% |
Darby Barncord Martin Capital Advisors LLP | 3,145 | $523,327.95 | $752,126.72 | $228,798.77 | 43.72% |