| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James H. Hanna, III North Reef Capital Management LP | 8.25M | $165.41M | $164.92M | -$495,000 | -0.3% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 37,378 | $651,977.89 | $745,691.1 | $93,713.21 | 14.37% |
| YL Yosef Levy Y.D. More Investments Ltd. | 593 | $9,970.72 | $11,824.48 | $1,853.76 | 18.59% |
Joseph Castro Nuveen LLC | 2.69M | $45.39M | $53.16M | $7.77M | 17.11% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 18,162 | $272,636.51 | $363,784.86 | $91,148.35 | 33.43% |
Kimberly Cappellano Private Wealth Asset Management LLC | 134 | $2,142.69 | $2,662.58 | $519.89 | 24.26% |
Sima Elimelech Activest Wealth Management | 852 | $17,440.39 | $16,861.08 | -$579.31 | -3.32% |
Brian Baylis Bell Investment Advisors Inc. | 286 | $4,395.11 | $5,702.84 | $1,307.73 | 29.75% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 49,908 | $791,268.06 | $995,165.52 | $203,897.46 | 25.77% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 8 | $184.4 | $158.32 | -$26.08 | -14.14% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 15,030 | $316,706.92 | $299,097 | -$17,609.92 | -5.56% |
Bobby Adusumilli SJS Investment Consulting Inc. | 9,314 | $199,728.69 | $185,721.16 | -$14,007.53 | -7.01% |
Kea Molnar Cromwell Holdings LLC | 3,149 | $46,586.25 | $63,184.68 | $16,598.43 | 35.63% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 15,401 | $354,993 | $308,174.01 | -$46,818.99 | -13.19% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 14,216 | $247,309.57 | $285,172.96 | $37,863.39 | 15.31% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 12,122 | $238,262.73 | $239,894.38 | $1,631.65 | 0.68% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 12,241 | $282,155.04 | $244,575.18 | -$37,579.86 | -13.32% |
Dominic Corabi Wedmont Private Capital | 25,570 | $481,918.01 | $513,062.05 | $31,144.04 | 6.46% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 100 | $1,714 | $2,000.01 | $286.01 | 16.69% |
Cliff A. Demarest Consilium Wealth Advisory LLC | 42,555 | $904,911.73 | $860,674.87 | -$44,236.86 | -4.89% |