| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kyle P. Smith NewEdge Wealth LLC | 12,935 | $1.22M | $1.69M | $475,057.74 | 39.06% |
| CAL CSM Advisors LLC CSM Advisors LLC | 66,720 | $6.25M | $8.68M | $2.42M | 38.73% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 2,068 | $212,969.62 | $270,122.16 | $57,152.54 | 26.84% |
Joseph Castro Nuveen LLC | 454,641 | $38.51M | $59.12M | $20.61M | 53.53% |
Beatriz Gutierrez Junco CV Advisors LLC | 7,800 | $679,224 | $1.01M | $335,010 | 49.32% |
| MPM Mark P. Mennitt CenterBook Partners LP | 5,092 | $539,615.46 | $651,623.24 | $112,007.78 | 20.76% |
Brian Baylis Bell Investment Advisors Inc. | 229 | $11,895.97 | $30,127.24 | $18,231.27 | 153.26% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 79,007 | $4.08M | $10.39M | $6.31M | 154.5% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1 | $102.39 | $130.03 | $27.64 | 26.99% |
Bobby Adusumilli SJS Investment Consulting Inc. | 200 | $19,834.09 | $26,312 | $6,477.91 | 32.66% |
Dinan Hu R Squared Ltd | 2,134 | $218,501 | $277,484.02 | $58,983.02 | 26.99% |
Kevin Batstone BayBridge Capital Group LLC | 8,303 | $917,478.78 | $1.08M | $167,017.56 | 18.2% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 4,603 | $440,815.18 | $599,356.63 | $158,541.45 | 35.97% |
Ashish Sharma DGS Capital Management LLC | 1,983 | $201,693.01 | $257,849.49 | $56,156.48 | 27.84% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,386 | $156,468.54 | $180,221.58 | $23,753.04 | 15.18% |
Candace Cavalier Congress Wealth Management LLC / DE / | 6,793 | $570,455.21 | $887,539.41 | $317,084.2 | 55.58% |
Lindsey Seagraves Carson Advisory Inc. | 20,818 | $795,663.96 | $2.73M | $1.93M | 242.67% |
Penny A. Phillips Journey Strategic Wealth LLC | 3,866 | $359,973.7 | $503,469.18 | $143,495.48 | 39.86% |
Ana-Maria Ignat Covestor Ltd | 176 | $17,607.85 | $23,154.56 | $5,546.71 | 31.5% |
Bill McVay Red Tortoise LLC | 47 | $1,635.13 | $6,111.41 | $4,476.28 | 273.76% |