| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 3,232 | $144,533.87 | $146,248 | $1,714.13 | 1.19% |
| ABB Alexander Bjornager Bonde Danske Bank A/S | 10,015 | $403,316.73 | $375,862.95 | -$27,453.78 | -6.81% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 800 | $34,136 | $35,728 | $1,592 | 4.66% |
| SS Sarah Saadeh CHESAPEAKE CAPITAL Corp. /IL/ | 14,678 | $640,529.52 | $675,921.89 | $35,392.37 | 5.53% |
| JM John Malone Amundi | 35,300 | $1.55M | $1.59M | $43,732.52 | 2.83% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 7,907 | $238,493.49 | $360,005.71 | $121,512.22 | 50.95% |
| YA Yinka Akinsola Blue Trust Inc. | 6 | $267.12 | $223.96 | -$43.16 | -16.16% |
Jeff Ameen Spire Wealth Management | 921 | $39,299.07 | $34,386.27 | -$4,912.8 | -12.5% |
Jessica Clark Caerus Investment Advisors LLC | 5,106 | $217,873.02 | $189,726.71 | -$28,146.31 | -12.92% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 12,347 | $501,228.91 | $458,784.89 | -$42,444.02 | -8.47% |
| YL Yosef Levy Y.D. More Investments Ltd. | 150,000 | $3.31M | $5.57M | $2.26M | 68.21% |
Joseph Castro Nuveen LLC | 549,911 | $18.58M | $20.53M | $1.96M | 10.53% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 1,400 | $46,032 | $52,020.64 | $5,988.64 | 13.01% |
Sima Elimelech Activest Wealth Management | 411 | $14,164.26 | $15,350.85 | $1,186.59 | 8.38% |
Brian Baylis Bell Investment Advisors Inc. | 11 | $511.28 | $408.73 | -$102.55 | -20.06% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 2 | $85.34 | $74.7 | -$10.64 | -12.47% |
Bobby Adusumilli SJS Investment Consulting Inc. | 189 | $6,622.14 | $7,022.79 | $400.65 | 6.05% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 7,530 | $321,305 | $280,793.7 | -$40,511.3 | -12.61% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 16 | $703.07 | $736.8 | $33.73 | 4.8% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 125 | $5,333.75 | $5,691.25 | $357.5 | 6.7% |