| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffery Yorg Focus Partners Advisor Solutions LLC | 18,840 | $1.44M | $1.52M | $76,554.85 | 5.31% |
Joseph Castro Nuveen LLC | 665,136 | $43.76M | $53.45M | $9.69M | 22.14% |
| HP Hannah Perry Crestmont Private Wealth LLC | 5,363 | $359,717.77 | $432,338.78 | $72,621.01 | 20.19% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 39 | $3,198 | $3,136.38 | -$61.62 | -1.93% |
| SE Sima Elimelech Activest Wealth Management | 132 | $10,752.86 | $10,627.32 | -$125.54 | -1.17% |
Brian Baylis Bell Investment Advisors Inc. | 185 | $11,210.98 | $14,877.7 | $3,666.72 | 32.71% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 5,765 | $331,731.46 | $461,862.97 | $130,131.51 | 39.23% |
| JB John Brim Smith Group Asset Management LLC | 545,638 | $40.66M | $43.85M | $3.19M | 7.84% |
| AB Andrew Blass Atlantic Private Wealth LLC | 5 | $410 | $401.82 | -$8.18 | -2% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 4,639 | $368,177.95 | $363,790.38 | -$4,387.57 | -1.19% |
Bobby Adusumilli SJS Investment Consulting Inc. | 906 | $70,895.14 | $72,584.19 | $1,689.05 | 2.38% |
Kea Molnar Cromwell Holdings LLC | 435 | $25,667.72 | $35,069.57 | $9,401.85 | 36.63% |
| DH Dinan Hu R Squared Ltd | 3,183 | $241,430.64 | $255,976.86 | $14,546.22 | 6.03% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 3,338 | $312,437 | $272,213.9 | -$40,223.1 | -12.87% |
| OFA Olalekan F. Adeduji Washington Trust Advisors Inc. | 458 | $45,015.8 | $36,692.67 | -$8,323.13 | -18.49% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 25 | $2,340 | $2,002.5 | -$337.5 | -14.42% |
| JAC J. Adam Causey Jackson Thornton Wealth Management LLC | 4,559 | $349,379.45 | $365,244.28 | $15,864.83 | 4.54% |
| HC Harry Cowley Stonegate Investment Group LLC | 3,550 | $262,061 | $284,408.25 | $22,347.25 | 8.53% |
| DC Dominic Corabi Wedmont Private Capital | 2,195 | $205,452 | $178,992.37 | -$26,459.63 | -12.88% |
| WCP Wick Capital Partners LLC Wick Capital Partners LLC | 2,160 | $202,176 | $173,048.4 | -$29,127.6 | -14.41% |