| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joseph Castro Nuveen LLC | 2.91M | $284.32M | $350.71M | $66.39M | 23.35% |
Brian Baylis Bell Investment Advisors Inc. | 75 | $7,792.11 | $9,074.25 | $1,282.14 | 16.45% |
Christopher Davis Burns Matteson Capital Management LLC | 3,538 | $452,510 | $447,804.66 | -$4,705.34 | -1.04% |
Dinan Hu R Squared Ltd | 2,417 | $309,134 | $306,741.47 | -$2,392.53 | -0.77% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 119 | $9,139.45 | $15,127.87 | $5,988.42 | 65.52% |
Jason topor KLEIN PAVLIS & PEASLEY FINANCIAL Inc. | 39,438 | $4.37M | $4.78M | $409,037.27 | 9.35% |
| JS Jeffrey Sjovall Phraction Management LLC | 3,845 | $242,078.47 | $488,199.65 | $246,121.18 | 101.67% |
W. Travis McKinney HB Wealth Management LLC | 2,711 | $273,667.81 | $328,003.89 | $54,336.08 | 19.85% |
| JG John Ginter Callan Family Office LLC | 25,980 | $2.58M | $3.16M | $573,905.4 | 22.22% |
Anita Woodhouse V-Square Quantitative Management LLC | 257 | $28,694.09 | $31,094.43 | $2,400.34 | 8.37% |
Rachel Faulk Cape Investment Advisory Inc. | 290 | $37,072.12 | $35,087.1 | -$1,985.02 | -5.35% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 102 | $12,482.37 | $12,889.74 | $407.37 | 3.26% |
Lukas Lindgren Abound Wealth Management | 3 | $332.7 | $361.59 | $28.89 | 8.68% |
Drew Phillips Fortitude Family Office LLC | 21 | $2,490 | $2,540.79 | $50.79 | 2.04% |
Alex Nunnamaker Schechter Investment Advisors LLC | 5,109 | $404,447.01 | $647,565.75 | $243,118.74 | 60.11% |
David Scott Phillips Templeton & Phillips Capital Management LLC | 53,586 | $6.4M | $6.57M | $179,133.07 | 2.8% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 309 | $39,521 | $37,385.91 | -$2,135.09 | -5.4% |
Moises Valladares Insigneo Advisory Services LLC | 2,415 | $252,986.71 | $304,700.55 | $51,713.84 | 20.44% |
Paul B. Ordonio Park Place Capital Corp. | 62 | $7,292.18 | $7,554.08 | $261.9 | 3.59% |
Kevin Kroskey True Wealth Design LLC | 55 | $5,755.98 | $6,654.45 | $898.47 | 15.61% |