| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kasey Fegan Corsicana & Co. | 100 | $4,316 | $5,169 | $853 | 19.76% |
Joseph Castro Nuveen LLC | 171,450 | $8.67M | $8.94M | $276,533.68 | 3.19% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 8.59M | $368.38M | $444.17M | $75.79M | 20.57% |
Spencer Rand Five Oceans Advisors | 6,261 | $242,340.34 | $323,631.09 | $81,290.75 | 33.54% |
Richard Slavik Newbridge Financial Services Group Inc. | 4,529 | $219,112.5 | $234,104.01 | $14,991.51 | 6.84% |
Kurt Van Dyken Lifeworks Advisors LLC | 4,260 | $209,279.4 | $220,199.4 | $10,920 | 5.22% |
Kimberly Cappellano Private Wealth Asset Management LLC | 1,336 | $51,757 | $69,685.76 | $17,928.76 | 34.64% |
Christina Forster Pazienza Guardian Partners Inc. | 440 | $23,065 | $22,743.6 | -$321.4 | -1.39% |
| RWA Roberts Wealth Advisors LLC Roberts Wealth Advisors LLC | 85,719 | $2.81M | $4.43M | $1.62M | 57.42% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 127,638 | $7.04M | $6.6M | -$446,395.06 | -6.34% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 30,786 | $1.38M | $1.59M | $207,995.71 | 15.04% |
| WB William Bromley Innova Wealth Partners | 6,940 | $234,710.8 | $358,728.6 | $124,017.8 | 52.84% |
Brian Baylis Bell Investment Advisors Inc. | 208 | $11,116.63 | $11,015.68 | -$100.95 | -0.91% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 22,481 | $1.04M | $1.16M | $120,124.31 | 11.53% |
Larry Herold Herold Advisors Inc. | 8,351 | $264,844.48 | $431,663.19 | $166,818.71 | 62.99% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 3,986 | $155,807.52 | $206,036.34 | $50,228.82 | 32.24% |
Christopher Davis Burns Matteson Capital Management LLC | 9,423 | $520,055.35 | $487,074.87 | -$32,980.48 | -6.34% |
Bobby Adusumilli SJS Investment Consulting Inc. | 208 | $10,200.32 | $10,751.52 | $551.2 | 5.4% |
Kea Molnar Cromwell Holdings LLC | 923 | $44,788.84 | $47,709.87 | $2,921.03 | 6.52% |
Dinan Hu R Squared Ltd | 5,244 | $260,843.1 | $272,294.7 | $11,451.6 | 4.39% |