| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jonathan J. Marshall Spectrum Investment Advisors Inc. | 982 | $204,688 | $234,535.97 | $29,847.97 | 14.58% |
Jeff Ameen Spire Wealth Management | 560 | $101,249.68 | $134,892.8 | $33,643.12 | 33.23% |
Daren Blonski Fermata Advisors LLC | 962 | $235,036.62 | $226,118.1 | -$8,918.52 | -3.79% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 6,830 | $936,134.77 | $1.61M | $669,256.75 | 71.49% |
James Bennett Marathon Asset Management Ltd. | 250,994 | $31.63M | $59.88M | $28.24M | 89.29% |
Matthew Carney Nfj Investment Group LLC | 3,294 | $409,279.5 | $774,254.71 | $364,975.21 | 89.18% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 971 | $235,947.33 | $231,797.12 | -$4,150.21 | -1.76% |
Joseph Castro Nuveen LLC | 215,012 | $34.51M | $51.78M | $17.27M | 50.04% |
Kimberly Cappellano Private Wealth Asset Management LLC | 6 | $945.41 | $1,444.74 | $499.33 | 52.82% |
Christina Forster Pazienza Guardian Partners Inc. | 1,631 | $196,453.17 | $383,366.55 | $186,913.38 | 95.14% |
Brian Baylis Bell Investment Advisors Inc. | 39 | $8,088.56 | $9,394.32 | $1,305.76 | 16.14% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 2,486 | $515,298.35 | $594,203.72 | $78,905.37 | 15.31% |
| JSD Jeffrey S. Dabbs Kercheville Advisors LLC | 1,832 | $245,056.63 | $439,927.32 | $194,870.69 | 79.52% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 132,665 | $19.02M | $31.96M | $12.93M | 67.97% |
Bobby Adusumilli SJS Investment Consulting Inc. | 28 | $5,107.76 | $6,744.64 | $1,636.88 | 32.05% |
Kea Molnar Cromwell Holdings LLC | 655 | $77,631 | $156,119.25 | $78,488.25 | 101.1% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 1,551 | $323,290 | $364,562.55 | $41,272.55 | 12.77% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,033 | $131,523.85 | $242,806.65 | $111,282.8 | 84.61% |
William T. Hedges Hedges Asset Management LLC | 1,050 | $234,055.5 | $252,141.75 | $18,086.25 | 7.73% |
Jason topor KLEIN PAVLIS & PEASLEY FINANCIAL Inc. | 9,353 | $1.21M | $2.23M | $1.03M | 85.13% |