| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 12,530 | $199,351.89 | $318,011.4 | $118,659.51 | 59.52% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 123 | $3,294.87 | $3,130.35 | -$164.52 | -4.99% |
| BG Bart Gancher Intech Investment Management LLC | 112,559 | $2.81M | $2.86M | $56,865.84 | 2.03% |
| MD Michelle Dubey Yousif Capital Management LLC | 12,025 | $386,122.75 | $306,998.25 | -$79,124.5 | -20.49% |
Joseph Castro Nuveen LLC | 318,528 | $5.09M | $8.08M | $2.99M | 58.74% |
Ashish Sharma DGS Capital Management LLC | 9,432 | $210,616.56 | $240,610.32 | $29,993.76 | 14.24% |
Candace Cavalier Congress Wealth Management LLC / DE / | 12,660 | $201,420.6 | $322,450.2 | $121,029.6 | 60.09% |
Ana-Maria Ignat Covestor Ltd | 41 | $909.91 | $1,071.74 | $161.83 | 17.79% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 819 | $17,567.63 | $21,809.97 | $4,242.34 | 24.15% |
Bert D. Barre Colonial Trust Co. / SC | 500 | $11,165 | $13,165 | $2,000 | 17.91% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 29,823 | $644,637.35 | $787,476.31 | $142,838.96 | 22.16% |
Kevin Kroskey True Wealth Design LLC | 546 | $9,526.26 | $13,939.38 | $4,413.12 | 46.33% |
Beth Zilka Baron Wealth Management LLC | 15,315 | $360,386.03 | $405,388.05 | $45,002.02 | 12.49% |
Alexandra Stickelman Root Financial Partners, LLC | 114 | $3,140 | $3,022.14 | -$117.86 | -3.75% |
Christopher C. Powers Farther Finance Advisors, LLC | 792 | $17,802.02 | $20,631.6 | $2,829.58 | 15.89% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 12 | $191 | $319.2 | $128.2 | 67.12% |
David Vollmer PFS Partners, LLC | 100 | $3,211 | $2,660 | -$551 | -17.16% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 289 | $7,959 | $7,703.29 | -$255.71 | -3.21% |
Curtis Burkholder Bare Financial Services, Inc | 170 | $3,085.75 | $4,533.9 | $1,448.15 | 46.93% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 163 | $3,373.45 | $4,331.72 | $958.27 | 28.41% |