| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kyle P. Smith NewEdge Wealth LLC | 4,792 | $813,105.27 | $848,591.32 | $35,486.05 | 4.36% |
| YL Yosef Levy Y.D. More Investments Ltd. | 2,007 | $315,902.5 | $349,258.14 | $33,355.64 | 10.56% |
Joseph Castro Nuveen LLC | 428,187 | $62.32M | $76.68M | $14.36M | 23.04% |
| MPM Mark P. Mennitt CenterBook Partners LP | 25,827 | $5.09M | $4.5M | -$598,928.13 | -11.76% |
Hannah Tackett Penobscot Wealth Management | 1,310 | $216,857.4 | $234,241.1 | $17,383.7 | 8.02% |
Adam J. Peck Riverwater Partners LLC | 1,431 | $236,887.74 | $252,385.47 | $15,497.73 | 6.54% |
Kimberly Cappellano Private Wealth Asset Management LLC | 189 | $34,848.05 | $33,694.81 | -$1,153.24 | -3.31% |
Sima Elimelech Activest Wealth Management | 2 | $522.46 | $358.16 | -$164.3 | -31.45% |
Brian Baylis Bell Investment Advisors Inc. | 41 | $7,113.62 | $7,331.21 | $217.59 | 3.06% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 97,901 | $21.65M | $17.05M | -$4.6M | -21.25% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 5,059 | $700,002.01 | $904,599.79 | $204,597.78 | 29.23% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1 | $235.96 | $179.08 | -$56.88 | -24.11% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 4,304 | $542,873.73 | $767,898.16 | $225,024.43 | 41.45% |
| DC Donie Carlson DMC Group LLC | 3,000 | $661,590 | $546,870 | -$114,720 | -17.34% |
Bobby Adusumilli SJS Investment Consulting Inc. | 2,079 | $203,790.71 | $371,745.99 | $167,955.28 | 82.42% |
Jenell Wunsch Sora Investors LLC | 57,362 | $10.65M | $10.26M | -$398,748.54 | -3.74% |
Kea Molnar Cromwell Holdings LLC | 331 | $60,212.18 | $59,282.1 | -$930.08 | -1.54% |
Paige Johnson Roth Pine Haven Investment Counsel Inc. | 974 | $229,825.05 | $174,160.94 | -$55,664.11 | -24.22% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 5 | $986.3 | $870.35 | -$115.95 | -11.76% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 151 | $35,629.96 | $27,041.08 | -$8,588.88 | -24.11% |