| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joseph Castro Nuveen LLC | 2.01M | $359.14M | $422.24M | $63.1M | 17.57% |
Beatriz Gutierrez Junco CV Advisors LLC | 1,700 | $375,342.98 | $347,854 | -$27,488.98 | -7.32% |
| HFR Herbert F. Reilly III HFR Wealth Management LLC | 61,777 | $9.44M | $13.04M | $3.6M | 38.12% |
| EJL Emery J. Levick US Asset Management LLC | 2,548 | $396,531.7 | $530,162.36 | $133,630.66 | 33.7% |
Sima Elimelech Activest Wealth Management | 109 | $21,384.85 | $22,303.58 | $918.73 | 4.3% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 3,231 | $588,722.13 | $661,127.22 | $72,405.09 | 12.3% |
Brian Baylis Bell Investment Advisors Inc. | 73 | $9,553.22 | $15,412.49 | $5,859.27 | 61.33% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 20,286 | $3.51M | $4.22M | $709,193.17 | 20.2% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1 | $220.79 | $204.62 | -$16.17 | -7.32% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 1,763 | $316,849.3 | $360,745.06 | $43,895.76 | 13.85% |
Bobby Adusumilli SJS Investment Consulting Inc. | 158 | $30,573.36 | $32,329.96 | $1,756.6 | 5.75% |
Kea Molnar Cromwell Holdings LLC | 244 | $45,752.09 | $49,927.28 | $4,175.19 | 9.13% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 10,150 | $2.25M | $2.14M | -$111,153.22 | -4.93% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 2,506 | $471,451.61 | $512,777.72 | $41,326.11 | 8.77% |
Bradley W. Clark Paladin Advisory Group LLC | 171 | $25,981.74 | $34,990.02 | $9,008.28 | 34.67% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 200 | $34,852.38 | $40,924 | $6,071.62 | 17.42% |
Ashish Sharma DGS Capital Management LLC | 2,134 | $416,734.65 | $436,659.08 | $19,924.43 | 4.78% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 89 | $16,872.53 | $18,211.18 | $1,338.65 | 7.93% |
Michael Capobianco MWA Asset Management | 958 | $214,860 | $196,025.96 | -$18,834.04 | -8.77% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 1,702 | $337,817.3 | $358,849.68 | $21,032.38 | 6.23% |