| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 1,565 | $180,471.07 | $262,278.35 | $81,807.28 | 45.33% |
Michelle Dubey Yousif Capital Management LLC | 12,567 | $1.69M | $2.11M | $418,706.45 | 24.81% |
Kyle P. Smith NewEdge Wealth LLC | 5,256 | $744,885.11 | $879,906.96 | $135,021.85 | 18.13% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 5,867 | $742,665.16 | $981,783.78 | $239,118.62 | 32.2% |
| YL Yosef Levy Y.D. More Investments Ltd. | 50 | $5,858.8 | $8,371 | $2,512.2 | 42.88% |
Joseph Castro Nuveen LLC | 1.5M | $202.58M | $250.55M | $47.98M | 23.68% |
| MJB Michael John Blaszczyk SRN Advisors LLC | 8,267 | $988,023.72 | $1.38M | $393,102.63 | 39.79% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 1,507 | $270,129.75 | $252,874.6 | -$17,255.15 | -6.39% |
| EJL Emery J. Levick US Asset Management LLC | 6,870 | $615,763.95 | $1.15M | $536,953.35 | 87.2% |
Sima Elimelech Activest Wealth Management | 2 | $278.34 | $334.82 | $56.48 | 20.29% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 1,274 | $227,638 | $213,191.16 | -$14,446.84 | -6.35% |
Brian Baylis Bell Investment Advisors Inc. | 39 | $4,291.99 | $6,536.01 | $2,244.02 | 52.28% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 8,671 | $1.09M | $1.45M | $359,015.9 | 32.81% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1 | $179.25 | $167.41 | -$11.84 | -6.61% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 1,937 | $286,411.81 | $324,757.42 | $38,345.61 | 13.39% |
| DC Donie Carlson DMC Group LLC | 3,485 | $395,423.9 | $589,801.4 | $194,377.5 | 49.16% |
Bobby Adusumilli SJS Investment Consulting Inc. | 111 | $17,566.87 | $18,602.49 | $1,035.62 | 5.9% |
Kea Molnar Cromwell Holdings LLC | 269 | $24,994 | $45,173.17 | $20,179.17 | 80.74% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 2,000 | $357,360 | $335,560 | -$21,800 | -6.1% |
Bradley W. Clark Paladin Advisory Group LLC | 1,518 | $167,010.36 | $255,540.12 | $88,529.76 | 53.01% |