| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CSM Advisors LLC CSM Advisors LLC | 1,330 | $218,984.5 | $279,167 | $60,182.5 | 27.48% |
Joseph Castro Nuveen LLC | 110,837 | $18.3M | $23.26M | $4.96M | 27.13% |
Sima Elimelech Activest Wealth Management | 572 | $116,841.86 | $120,062.8 | $3,220.94 | 2.76% |
Brian Baylis Bell Investment Advisors Inc. | 15 | $2,398.32 | $3,148.5 | $750.18 | 31.28% |
Bobby Adusumilli SJS Investment Consulting Inc. | 7 | $1,443.61 | $1,469.3 | $25.69 | 1.78% |
Kea Molnar Cromwell Holdings LLC | 10 | $2,089 | $2,099 | $10 | 0.48% |
Lindsay Voak Greenland Capital Management LP | 9,429 | $1.9M | $1.98M | $79,773.03 | 4.2% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 1,386 | $259,666.39 | $290,921.4 | $31,255.01 | 12.04% |
Derek Swedberg PACK Private Wealth LLC | 11,215 | $2.24M | $2.35M | $109,346.25 | 4.87% |
Penny A. Phillips Journey Strategic Wealth LLC | 3,814 | $645,328.54 | $800,558.6 | $155,230.06 | 24.05% |
Ana-Maria Ignat Covestor Ltd | 58 | $9,549.7 | $12,174.2 | $2,624.5 | 27.48% |
| JBS Joseph Blane Shea Horizon Family Wealth Inc. | 2,501 | $344,819.54 | $524,959.9 | $180,140.36 | 52.24% |
James Peterson Nearwater Capital Markets Ltd. | 184,000 | $38.2M | $38.62M | $417,540 | 1.09% |
| JG John Ginter Callan Family Office LLC | 1,948 | $361,444.64 | $408,885.2 | $47,440.56 | 13.13% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 475 | $98,206.25 | $99,702.5 | $1,496.25 | 1.52% |
Loren Sauer Slotnik Capital LLC | 130,000 | $26.87M | $27.29M | $416,244.06 | 1.55% |
Darren Tapley New England Capital Financial Advisors LLC | 35 | $4,033.05 | $7,346.5 | $3,313.45 | 82.16% |
David Smith Linden Thomas Advisory Services LLC | 3,251 | $530,492.03 | $682,384.9 | $151,892.87 | 28.63% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 32 | $6,616 | $6,716.8 | $100.8 | 1.52% |
Jorge Paganin Abacus Wealth Partners, LLC | 1,284 | $264,882.62 | $269,511.6 | $4,628.98 | 1.75% |