| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matt Hunter Heartland Bank & Trust Co. | 2,252 | $346,109.88 | $410,044.16 | $63,934.28 | 18.47% |
Dipen Mehta Invst LLC | 5,564 | $856,988.49 | $1.01M | $148,426.31 | 17.32% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 3,259 | $599,658.15 | $609,155.98 | $9,497.83 | 1.58% |
| TCL Therese C.D. Linden Bank of New Hampshire | 75 | $8,483.25 | $13,552.5 | $5,069.25 | 59.76% |
Joseph Castro Nuveen LLC | 86,646 | $13.26M | $15.66M | $2.4M | 18.11% |
Richard Slavik Newbridge Financial Services Group Inc. | 2 | $349.84 | $361.4 | $11.56 | 3.3% |
Kurt Van Dyken Lifeworks Advisors LLC | 1,810 | $172,388.28 | $327,067 | $154,678.72 | 89.73% |
Sima Elimelech Activest Wealth Management | 47 | $9,906.24 | $8,492.9 | -$1,413.34 | -14.27% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 4,200 | $328,395 | $764,736.01 | $436,341.01 | 132.87% |
Brian Baylis Bell Investment Advisors Inc. | 21 | $2,357.11 | $3,972.36 | $1,615.25 | 68.53% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 1,624 | $249,592.56 | $307,195.84 | $57,603.28 | 23.08% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1 | $222.48 | $180.7 | -$41.78 | -18.78% |
| JB John Brim Smith Group Asset Management LLC | 2,658 | $429,351.39 | $483,968.65 | $54,617.26 | 12.72% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 1,179 | $206,230.68 | $219,671.28 | $13,440.6 | 6.52% |
Christopher Davis Burns Matteson Capital Management LLC | 3,794 | $844,089 | $690,811.53 | -$153,277.47 | -18.16% |
Bobby Adusumilli SJS Investment Consulting Inc. | 371 | $48,023.61 | $70,178.36 | $22,154.75 | 46.13% |
Kea Molnar Cromwell Holdings LLC | 306 | $42,429.44 | $57,191.4 | $14,761.96 | 34.79% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 3,200 | $487,071.39 | $578,240 | $91,168.61 | 18.72% |
Andrew D. W. Hill Andrew Hill Investment Advisors Inc. | 2,256 | $346,724.64 | $421,962.24 | $75,237.6 | 21.7% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 157 | $31,712.84 | $28,369.9 | -$3,342.94 | -10.54% |