| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DKK David K. Kruft Sageworth Trust Co. of South Dakota | 6,518 | $1.58M | $1.81M | $229,227.95 | 14.54% |
Joseph Castro Nuveen LLC | 716,755 | $161.51M | $207.66M | $46.15M | 28.57% |
| HP Hannah Perry Crestmont Private Wealth LLC | 993 | $310,519.65 | $284,663.32 | -$25,856.33 | -8.33% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 3,266 | $814,347.74 | $904,877.95 | $90,530.21 | 11.12% |
Richard Slavik Newbridge Financial Services Group Inc. | 32 | $11,044.8 | $9,337.28 | -$1,707.52 | -15.46% |
Adam J. Peck Riverwater Partners LLC | 1,610 | $329,600.66 | $469,781.92 | $140,181.26 | 42.53% |
Kimberly Cappellano Private Wealth Asset Management LLC | 1,274 | $360,199.22 | $369,103.28 | $8,904.06 | 2.47% |
Sima Elimelech Activest Wealth Management | 5 | $1,512.22 | $1,385.3 | -$126.92 | -8.39% |
Eddie Wilcox Rollins Financial Advisors LLC | 1,332 | $320,905.05 | $369,043.92 | $48,138.87 | 15% |
Christina Forster Pazienza Guardian Partners Inc. | 80 | $23,247 | $22,164.8 | -$1,082.2 | -4.66% |
Troy Winegarner Strong Tower Advisory Services | 13,802 | $3.02M | $3.82M | $801,302.2 | 26.51% |
Brian Baylis Bell Investment Advisors Inc. | 112 | $28,503.23 | $32,107.04 | $3,603.81 | 12.64% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 422,012 | $92.6M | $122.7M | $30.1M | 32.5% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 39 | $9,475.19 | $10,805.34 | $1,330.15 | 14.04% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 45,537 | $9.73M | $12.62M | $2.88M | 29.63% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 709 | $216,973.63 | $196,435.54 | -$20,538.09 | -9.47% |
| DC Donie Carlson DMC Group LLC | 736 | $147,478.04 | $203,916.16 | $56,438.12 | 38.27% |
Bobby Adusumilli SJS Investment Consulting Inc. | 397 | $120,572.89 | $109,992.82 | -$10,580.07 | -8.77% |
Andrew J. Whalen Whalen Wealth Management Inc. | 2,354 | $688,736.58 | $684,401.96 | -$4,334.62 | -0.63% |
Kea Molnar Cromwell Holdings LLC | 645 | $147,408.9 | $178,703.7 | $31,294.8 | 21.23% |