| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TCL Therese C.D. Linden Bank of New Hampshire | 505 | $18,730.45 | $55,277.3 | $36,546.85 | 195.12% |
Joseph Castro Nuveen LLC | 270,820 | $23.1M | $30.78M | $7.68M | 33.26% |
Adam J. Peck Riverwater Partners LLC | 18,944 | $1.21M | $2.05M | $841,546.57 | 69.64% |
Brian Baylis Bell Investment Advisors Inc. | 44 | $2,881.9 | $4,913.04 | $2,031.14 | 70.48% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 187,262 | $29.5M | $20.92M | -$8.58M | -29.08% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1 | $117.52 | $113.67 | -$3.85 | -3.28% |
| JB John Brim Smith Group Asset Management LLC | 4,171 | $667,777.1 | $456,223.98 | -$211,553.12 | -31.68% |
Bobby Adusumilli SJS Investment Consulting Inc. | 24 | $3,043.1 | $2,679.84 | -$363.26 | -11.94% |
Kea Molnar Cromwell Holdings LLC | 10 | $962 | $1,087.55 | $125.55 | 13.05% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 1,887 | $313,148 | $205,560.34 | -$107,587.66 | -34.36% |
Kathleen Halliwell DMKC Advisory Services LLC | 3,762 | $242,304.37 | $409,305.6 | $167,001.23 | 68.92% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 833 | $54,769.75 | $94,687.11 | $39,917.36 | 72.88% |
| HC Harry Cowley Stonegate Investment Group LLC | 6,500 | $418,500 | $715,292.5 | $296,792.5 | 70.92% |
Dominic Corabi Wedmont Private Capital | 3,043 | $378,118.78 | $331,839.15 | -$46,279.63 | -12.24% |
Candace Cavalier Congress Wealth Management LLC / DE / | 9,886 | $366,671.74 | $1.07M | $705,464.96 | 192.4% |
Ana-Maria Ignat Covestor Ltd | 707 | $78,827.01 | $78,943.62 | $116.61 | 0.15% |
Lonny Elfenbein West Michigan Advisors LLC | 6,913 | $816,148.78 | $765,822.14 | -$50,326.64 | -6.17% |
Bill McVay Red Tortoise LLC | 15 | $986.25 | $1,641.67 | $655.42 | 66.46% |
Samantha Pierangeli City State Bank | 212 | $7,863.08 | $23,171.6 | $15,308.52 | 194.69% |
W. Travis McKinney HB Wealth Management LLC | 1,891 | $225,437.54 | $211,149.06 | -$14,288.48 | -6.34% |