| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 87 | $1,384.86 | $1,944.45 | $559.59 | 40.41% |
Michelle Dubey Yousif Capital Management LLC | 50,840 | $858,930.19 | $1.14M | $277,343.81 | 32.29% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 60,274 | $1.32M | $1.34M | $24,195.57 | 1.83% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 12,576 | $260,975.04 | $279,941.76 | $18,966.72 | 7.27% |
Joseph Castro Nuveen LLC | 769,865 | $14.54M | $17.21M | $2.66M | 18.33% |
Brian Baylis Bell Investment Advisors Inc. | 45 | $536.4 | $1,005.75 | $469.35 | 87.5% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 2 | $47.32 | $44.7 | -$2.62 | -5.54% |
Bobby Adusumilli SJS Investment Consulting Inc. | 290 | $6,581.89 | $6,481.5 | -$100.39 | -1.53% |
Ashish Sharma DGS Capital Management LLC | 36,879 | $725,469.81 | $823,323.67 | $97,853.86 | 13.49% |
G. Adam Parmer Enhancing Capital LLC | 95,826 | $1.63M | $2.13M | $504,523.89 | 30.97% |
Ana-Maria Ignat Covestor Ltd | 1,885 | $34,984.51 | $42,129.75 | $7,145.24 | 20.42% |
W. Travis McKinney HB Wealth Management LLC | 11,350 | $268,541 | $253,672.5 | -$14,868.5 | -5.54% |
Katie Christensen iSAM Funds UKK) Ltd | 33,600 | $652,370.07 | $754,320 | $101,949.93 | 15.63% |
Amanda Hawley Atria Wealth Solutions Inc. | 31,928 | $530,210.39 | $713,590.8 | $183,380.41 | 34.59% |
CJ Harrison DecisionPoint Financial LLC | 6 | $147 | $134.1 | -$12.9 | -8.78% |
Anita Woodhouse V-Square Quantitative Management LLC | 1,710 | $34,507.27 | $38,218.5 | $3,711.23 | 10.75% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 9,887 | $187,194.36 | $220,974.45 | $33,780.09 | 18.05% |
Mariana Coli Dunhill Financial LLC | 3 | $57.99 | $67.05 | $9.06 | 15.62% |
Lukas Lindgren Abound Wealth Management | 8 | $145.23 | $178.04 | $32.81 | 22.59% |
Drew Phillips Fortitude Family Office LLC | 311 | $6,738.25 | $6,950.85 | $212.6 | 3.16% |