| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YA Yinka Akinsola Blue Trust Inc. | 1,775 | $51,687.7 | $81,259.5 | $29,571.8 | 57.21% |
Jeff Ameen Spire Wealth Management | 123 | $5,071.12 | $5,533.77 | $462.65 | 9.12% |
Michelle Dubey Yousif Capital Management LLC | 28,222 | $1.16M | $1.27M | $111,614.71 | 9.64% |
Jessica Clark Caerus Investment Advisors LLC | 3,939 | $178,791.21 | $174,418.92 | -$4,372.29 | -2.45% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 19,789 | $731,306.66 | $880,511.55 | $149,204.89 | 20.4% |
Joseph Castro Nuveen LLC | 502,677 | $12.84M | $23.01M | $10.17M | 79.17% |
Sima Elimelech Activest Wealth Management | 286 | $7,933.64 | $13,093.08 | $5,159.44 | 65.03% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1 | $45.39 | $45.78 | $0.39 | 0.86% |
Andrew Endelman Independent Wealth Network Inc. | 4,035 | $183,148.65 | $178,669.8 | -$4,478.85 | -2.45% |
Bobby Adusumilli SJS Investment Consulting Inc. | 993 | $31,577.64 | $44,675.07 | $13,097.43 | 41.48% |
Kea Molnar Cromwell Holdings LLC | 11 | $305 | $489.09 | $184.09 | 60.36% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 4,400 | $199,716 | $194,854 | -$4,862 | -2.43% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 5,011 | $227,449.29 | $221,937.19 | -$5,512.1 | -2.42% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,021 | $36,745.94 | $46,741.38 | $9,995.44 | 27.2% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 4,373 | $198,490.47 | $193,483.38 | -$5,007.09 | -2.52% |
| WCP Wick Capital Partners LLC Wick Capital Partners LLC | 3,945 | $179,063.55 | $174,627.79 | -$4,435.76 | -2.48% |
William Liberti Wealth Effects LLC | 9,500 | $287,146.44 | $421,277.5 | $134,131.06 | 46.71% |
Ana-Maria Ignat Covestor Ltd | 824 | $14,321.12 | $37,071.76 | $22,750.64 | 158.86% |
Bill McVay Red Tortoise LLC | 181 | $3,145.78 | $8,017.39 | $4,871.61 | 154.86% |
W. Travis McKinney HB Wealth Management LLC | 13,760 | $465,910.55 | $619,062.4 | $153,151.85 | 32.87% |