| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mack, Connie Clarity Financial LLC | 9,770 | $214,354 | $297,594.2 | $83,240.2 | 38.83% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 1,371 | $30,079.74 | $41,760.66 | $11,680.92 | 38.83% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 27,228 | $665,109.24 | $834,810.48 | $169,701.24 | 25.51% |
Kasey Fegan Corsicana & Co. | 1,200 | $34,546.5 | $36,552 | $2,005.5 | 5.81% |
Joseph Castro Nuveen LLC | 2.59M | $71.76M | $78.98M | $7.22M | 10.06% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 1,239 | $30,875.88 | $37,739.94 | $6,864.06 | 22.23% |
Richard Slavik Newbridge Financial Services Group Inc. | 2,592 | $56,887.16 | $79,963.2 | $23,076.04 | 40.56% |
Kurt Van Dyken Lifeworks Advisors LLC | 234,248 | $5.92M | $7.14M | $1.22M | 20.63% |
| EJL Emery J. Levick US Asset Management LLC | 9,524 | $208,956.56 | $294,005.88 | $85,049.32 | 40.7% |
Kimberly Cappellano Private Wealth Asset Management LLC | 1,221 | $29,274.77 | $37,667.85 | $8,393.08 | 28.67% |
Sima Elimelech Activest Wealth Management | 381 | $8,488.68 | $11,753.85 | $3,265.17 | 38.46% |
Brian Baylis Bell Investment Advisors Inc. | 769 | $22,054.95 | $23,723.65 | $1,668.7 | 7.57% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 62,154 | $1.52M | $1.93M | $415,491.42 | 27.4% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 64,504 | $1.79M | $1.99M | $198,982.74 | 11.11% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 24 | $701.96 | $740.4 | $38.44 | 5.48% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 23,422 | $621,914.46 | $722,217.37 | $100,302.91 | 16.13% |
Christopher Davis Burns Matteson Capital Management LLC | 30,249 | $663,663 | $921,384.54 | $257,721.54 | 38.83% |
Bobby Adusumilli SJS Investment Consulting Inc. | 1,041 | $25,760.05 | $32,114.85 | $6,354.8 | 24.67% |
Kea Molnar Cromwell Holdings LLC | 2,725 | $80,246.88 | $83,589.37 | $3,342.49 | 4.17% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 18,950 | $415,763 | $577,217 | $161,454 | 38.83% |