| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CSM Advisors LLC CSM Advisors LLC | 169,308 | $15.99M | $20.36M | $4.37M | 27.35% |
John Mezzasalma Mezzasalma Advisors LLC | 8,478 | $508,851.26 | $1.03M | $525,379.96 | 103.25% |
Ben Rothwell Keystone Financial Services | 2,818 | $166,906.83 | $348,389.34 | $181,482.51 | 108.73% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 8,621 | $784,841.07 | $1.06M | $271,705.58 | 34.62% |
Joseph Castro Nuveen LLC | 2.6M | $179.18M | $303.97M | $124.8M | 69.65% |
| MPM Mark P. Mennitt CenterBook Partners LP | 9,540 | $1.07M | $1.15M | $80,803.8 | 7.58% |
| HP Hannah Perry Crestmont Private Wealth LLC | 2,466 | $224,282.7 | $302,158.98 | $77,876.28 | 34.72% |
Kevin B. Crawford JB Capital LLC | 3,951 | $359,343.94 | $477,873.45 | $118,529.51 | 32.98% |
Richard Slavik Newbridge Financial Services Group Inc. | 307 | $20,793.11 | $35,882.16 | $15,089.05 | 72.57% |
Kurt Van Dyken Lifeworks Advisors LLC | 84,904 | $6.06M | $10.27M | $4.21M | 69.54% |
Kimberly Cappellano Private Wealth Asset Management LLC | 28 | $2,084.9 | $3,467.8 | $1,382.9 | 66.33% |
Sima Elimelech Activest Wealth Management | 32 | $3,534.4 | $3,740.16 | $205.76 | 5.82% |
Brian Baylis Bell Investment Advisors Inc. | 521 | $34,828.71 | $64,036.11 | $29,207.4 | 83.86% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 4,384 | $490,057 | $527,219.84 | $37,162.84 | 7.58% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 42,511 | $2.78M | $5.23M | $2.44M | 87.68% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 3 | $335.25 | $350.64 | $15.39 | 4.59% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 15,584 | $1.36M | $1.93M | $569,048.36 | 41.77% |
Christopher Davis Burns Matteson Capital Management LLC | 2,737 | $250,448.76 | $335,583.57 | $85,134.81 | 33.99% |
Bobby Adusumilli SJS Investment Consulting Inc. | 483 | $44,559 | $59,365.53 | $14,806.53 | 33.23% |
Kea Molnar Cromwell Holdings LLC | 1,792 | $107,178.6 | $220,174.08 | $112,995.48 | 105.43% |