| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffery Yorg Focus Partners Advisor Solutions LLC | 1,129 | $299,896.27 | $339,840.3 | $39,944.03 | 13.32% |
| TCL Therese C.D. Linden Bank of New Hampshire | 3,331 | $1.28M | $1M | -$281,369.57 | -21.91% |
Joseph Castro Nuveen LLC | 994,638 | $222.42M | $299.4M | $76.97M | 34.61% |
| SR Spencer Rand Five Oceans Advisors | 687 | $264,824.77 | $206,793.88 | -$58,030.89 | -21.91% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 14,449 | $1.11M | $4.35M | $3.23M | 290.17% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 15 | $3,257.55 | $4,515.15 | $1,257.6 | 38.61% |
Kurt Van Dyken Lifeworks Advisors LLC | 32,396 | $5.93M | $9.75M | $3.82M | 64.36% |
Kimberly Cappellano Private Wealth Asset Management LLC | 187 | $25,445.49 | $56,288.87 | $30,843.38 | 121.21% |
| SE Sima Elimelech Activest Wealth Management | 5 | $1,088.64 | $1,505.05 | $416.41 | 38.25% |
Brian Baylis Bell Investment Advisors Inc. | 92 | $16,412.8 | $27,692.92 | $11,280.12 | 68.73% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 159,115 | $16.94M | $47.9M | $30.95M | 182.71% |
| MD Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1 | $385.48 | $301.01 | -$84.47 | -21.91% |
Larry Herold Herold Advisors Inc. | 1,280 | $279,168 | $385,292.81 | $106,124.81 | 38.01% |
| JB John Brim Smith Group Asset Management LLC | 164,635 | $43.57M | $49.56M | $5.99M | 13.74% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 7,428 | $668,850.6 | $2.24M | $1.57M | 234.29% |
| DC Donie Carlson DMC Group LLC | 1,123 | $152,806.61 | $338,034.24 | $185,227.63 | 121.22% |
Bobby Adusumilli SJS Investment Consulting Inc. | 277 | $59,559.33 | $83,379.77 | $23,820.44 | 39.99% |
Jenell Wunsch Sora Investors LLC | 15,819 | $3.66M | $4.76M | $1.1M | 30% |
Kea Molnar Cromwell Holdings LLC | 350 | $51,778.44 | $105,353.5 | $53,575.06 | 103.47% |
Christopher Moore Paralel Advisors LLC | 19,660 | $2.28M | $5.92M | $3.63M | 159.03% |