| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joseph Castro Nuveen LLC | 754,607 | $89.64M | $101.52M | $11.88M | 13.25% |
Beatriz Gutierrez Junco CV Advisors LLC | 6,516 | $768,757.68 | $810,394.92 | $41,637.24 | 5.42% |
Richard Slavik Newbridge Financial Services Group Inc. | 165 | $19,537.21 | $22,279.95 | $2,742.74 | 14.04% |
Kimberly Cappellano Private Wealth Asset Management LLC | 2,042 | $240,909.54 | $274,730.68 | $33,821.14 | 14.04% |
Sima Elimelech Activest Wealth Management | 169 | $19,079.39 | $21,018.53 | $1,939.14 | 10.16% |
Eddie Wilcox Rollins Financial Advisors LLC | 3,000 | $415,500 | $373,110 | -$42,390 | -10.2% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 10,011 | $1.28M | $1.25M | -$38,402.24 | -2.99% |
Brian Baylis Bell Investment Advisors Inc. | 79 | $10,571.69 | $10,714.77 | $143.08 | 1.35% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 5,910 | $781,193.16 | $791,999.1 | $10,805.94 | 1.38% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 701 | $98,257.98 | $87,183.37 | -$11,074.61 | -11.27% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 2,157 | $228,102.75 | $268,266.09 | $40,163.34 | 17.61% |
Janet Messer FRG Family Wealth Advisors LLC | 2,230 | $193,201.5 | $277,345.1 | $84,143.6 | 43.55% |
| SIM Studio Investment Management LLC Studio Investment Management LLC | 5,358 | $632,136.84 | $666,374.46 | $34,237.62 | 5.42% |
Bobby Adusumilli SJS Investment Consulting Inc. | 170 | $18,513.69 | $21,142.9 | $2,629.21 | 14.2% |
Kea Molnar Cromwell Holdings LLC | 250 | $32,722.89 | $31,092.5 | -$1,630.39 | -4.98% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 2,660 | $345,511.29 | $330,824.2 | -$14,687.09 | -4.25% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 100 | $13,365.45 | $12,437 | -$928.45 | -6.95% |
Brad Van Aken Agate Pass Investment Management LLC | 2,538 | $368,377.33 | $315,651.06 | -$52,726.27 | -14.31% |
Kathleen Halliwell DMKC Advisory Services LLC | 26,387 | $3.15M | $3.28M | $130,560.13 | 4.14% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 125 | $17,456.76 | $15,546.25 | -$1,910.51 | -10.94% |