| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 1,579 | $229,239.2 | $172,332.06 | -$56,907.14 | -24.82% |
Kyle P. Smith NewEdge Wealth LLC | 2,061 | $299,215.96 | $220,660.96 | -$78,555 | -26.25% |
Joseph Castro Nuveen LLC | 567,647 | $54.48M | $61.15M | $6.67M | 12.24% |
Brian Baylis Bell Investment Advisors Inc. | 29 | $1,129.26 | $3,154.62 | $2,025.36 | 179.35% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 9,441 | $641,892.23 | $1.01M | $372,826.45 | 58.08% |
Bobby Adusumilli SJS Investment Consulting Inc. | 7 | $676.76 | $761.46 | $84.7 | 12.52% |
Christopher Moore Paralel Advisors LLC | 19,268 | $2.8M | $2.12M | -$679,678.51 | -24.3% |
Dinan Hu R Squared Ltd | 1,428 | $152,186.62 | $155,459.22 | $3,272.6 | 2.15% |
| ABL Alan B. Lancz & Associates Inc. Alan B Lancz & Associates Inc. | 1,466 | $212,833.87 | $161,333.3 | -$51,500.57 | -24.2% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 1,830 | $221,024.7 | $196,679.25 | -$24,345.45 | -11.01% |
William T. Hedges Hedges Asset Management LLC | 2,000 | $158,560 | $215,330 | $56,770 | 35.8% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 10 | $1,451.8 | $1,096.8 | -$355 | -24.45% |
Sara S. Alexander Sonora Investment Management Group LLC | 2,911 | $171,812.58 | $317,706.54 | $145,893.96 | 84.91% |
Penny A. Phillips Journey Strategic Wealth LLC | 3,174 | $300,124.02 | $345,743.82 | $45,619.8 | 15.2% |
Ana-Maria Ignat Covestor Ltd | 143 | $13,371.93 | $15,555.54 | $2,183.61 | 16.33% |
Missy Straw Nilsine Partners LLC | 1,770 | $256,968.58 | $192,399 | -$64,569.58 | -25.13% |
| EM Erin Mccann Simplicity Wealth LLC | 4,913 | $569,984.43 | $527,754.46 | -$42,229.97 | -7.41% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 5,775 | $681,107.85 | $628,204.5 | -$52,903.35 | -7.77% |
William Cantus Pacific Sage Partners LLC | 1,394 | $202,380.91 | $153,207.57 | -$49,173.34 | -24.3% |
CJ Harrison DecisionPoint Financial LLC | 1 | $150 | $108.78 | -$41.22 | -27.48% |