| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LC Lisa Candera CIGNA INVESTMENTS Inc. /NEW | 498 | $221,000 | $363,633.62 | $142,633.62 | 64.54% |
| CE Curtis Ellergodt Rothschild Investment LLC | 61 | $13,539.2 | $44,541.47 | $31,002.27 | 228.98% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 166 | $140,948.94 | $120,453.75 | -$20,495.19 | -14.54% |
Texas Capital Bancshares Inc. Texas Capital Bancshares Inc. | 10 | $5,078 | $7,268.44 | $2,190.44 | 43.14% |
| BG Bart Gancher Intech Investment Management LLC | 5,346 | $3.39M | $3.89M | $497,005.27 | 14.67% |
SkyOak Wealth SkyOak Wealth LLC | 500 | $424,545 | $362,977.3 | -$61,567.7 | -14.5% |
| YA Yinka Akinsola Blue Trust Inc. | 154 | $35,628.49 | $112,016.52 | $76,388.03 | 214.4% |
Jeff Ameen Spire Wealth Management | 100 | $57,382.94 | $73,630 | $16,247.06 | 28.31% |
| MD Michelle Dubey Yousif Capital Management LLC | 358 | $137,357.44 | $261,791.08 | $124,433.64 | 90.59% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 283 | $239,361.03 | $205,848.54 | -$33,512.49 | -14% |
John Mezzasalma Mezzasalma Advisors LLC | 2,138 | $1.82M | $1.56M | -$260,215.98 | -14.33% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 371 | $189,475.09 | $269,802.33 | $80,327.24 | 42.39% |
| YL Yosef Levy Y.D. More Investments Ltd. | 551,017 | $151.26M | $400.72M | $249.46M | 164.92% |
Joseph Castro Nuveen LLC | 73,739 | $32.41M | $53.63M | $21.23M | 65.5% |
Kimberly Cappellano Private Wealth Asset Management LLC | 4 | $1,535 | $2,909.33 | $1,374.33 | 89.53% |
Brian Baylis Bell Investment Advisors Inc. | 13 | $6,578.37 | $9,478.43 | $2,900.06 | 44.08% |
Christopher Davis Burns Matteson Capital Management LLC | 713 | $605,220.44 | $528,725.14 | -$76,495.3 | -12.64% |
Bobby Adusumilli SJS Investment Consulting Inc. | 8 | $6,792.72 | $5,845.84 | -$946.88 | -13.94% |
Kea Molnar Cromwell Holdings LLC | 122 | $30,278.44 | $90,266.58 | $59,988.14 | 198.12% |
| RF Rekah Franca Catalyst Funds Management Pty Ltd. | 8,300 | $7.05M | $6.05M | -$995,834 | -14.13% |