| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 2,905 | $587,737.94 | $569,118.55 | -$18,619.39 | -3.17% |
Kyle P. Smith NewEdge Wealth LLC | 2,250 | $455,265.38 | $469,890 | $14,624.62 | 3.21% |
| CAL CSM Advisors LLC CSM Advisors LLC | 1,215 | $240,339.15 | $245,393.55 | $5,054.4 | 2.1% |
Erica Nortman Capitol Family Office Inc. | 719 | $142,340.43 | $140,859.29 | -$1,481.14 | -1.04% |
Joseph Castro Nuveen LLC | 109,197 | $22.23M | $23.38M | $1.15M | 5.17% |
Katie Smith Delos Wealth Advisors LLC | 23 | $5,216.63 | $4,645.31 | -$571.32 | -10.95% |
Adam J. Peck Riverwater Partners LLC | 8,879 | $1.77M | $1.79M | $24,888.76 | 1.41% |
Sima Elimelech Activest Wealth Management | 4 | $907.24 | $783.64 | -$123.6 | -13.62% |
Christina Forster Pazienza Guardian Partners Inc. | 1,310 | $259,375.6 | $256,642.1 | -$2,733.5 | -1.05% |
Brian Baylis Bell Investment Advisors Inc. | 74 | $9,884.98 | $15,454.16 | $5,569.18 | 56.34% |
Bobby Adusumilli SJS Investment Consulting Inc. | 21 | $4,666.62 | $4,114.11 | -$552.51 | -11.84% |
Kea Molnar Cromwell Holdings LLC | 19 | $3,928.05 | $3,722.29 | -$205.76 | -5.24% |
Andrew D. W. Hill Andrew Hill Investment Advisors Inc. | 2,351 | $533,230.31 | $460,584.41 | -$72,645.9 | -13.62% |
| ABL Alan B. Lancz & Associates Inc. Alan B Lancz & Associates Inc. | 1,000 | $226,810 | $214,100 | -$12,710 | -5.6% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 2,148 | $458,591.95 | $420,814.68 | -$37,777.27 | -8.24% |
Paige Johnson Roth Pine Haven Investment Counsel Inc. | 1,431 | $320,615.78 | $280,347.21 | -$40,268.57 | -12.56% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 519 | $113,411.51 | $101,677.29 | -$11,734.22 | -10.35% |
Darby Barncord Martin Capital Advisors LLP | 4,068 | $477,435.32 | $796,961.88 | $319,526.56 | 66.93% |
| HC Harry Cowley Stonegate Investment Group LLC | 2,345 | $280,552.78 | $459,408.95 | $178,856.17 | 63.75% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 10 | $2,148.5 | $1,959.1 | -$189.4 | -8.82% |