| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joseph Castro Nuveen LLC | 716,755 | $161.51M | $170.23M | $8.72M | 5.4% |
| HP Hannah Perry Crestmont Private Wealth LLC | 993 | $310,519.65 | $239,670.48 | -$70,849.17 | -22.82% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 3,266 | $814,347.74 | $796,512.08 | -$17,835.66 | -2.19% |
Richard Slavik Newbridge Financial Services Group Inc. | 16 | $5,522.4 | $3,848 | -$1,674.4 | -30.32% |
Adam J. Peck Riverwater Partners LLC | 1,610 | $329,600.66 | $392,437.5 | $62,836.84 | 19.06% |
Kimberly Cappellano Private Wealth Asset Management LLC | 1,274 | $360,199.22 | $304,798.13 | -$55,401.09 | -15.38% |
Sima Elimelech Activest Wealth Management | 5 | $1,512.22 | $1,202.5 | -$309.72 | -20.48% |
Eddie Wilcox Rollins Financial Advisors LLC | 1,032 | $257,719 | $252,076.32 | -$5,642.68 | -2.19% |
Christina Forster Pazienza Guardian Partners Inc. | 80 | $23,247 | $19,501.6 | -$3,745.4 | -16.11% |
Troy Winegarner Strong Tower Advisory Services | 14,755 | $3.25M | $3.56M | $310,279.67 | 9.55% |
Brian Baylis Bell Investment Advisors Inc. | 112 | $28,503.23 | $26,936 | -$1,567.23 | -5.5% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 422,012 | $92.6M | $101.49M | $8.89M | 9.6% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 39 | $9,475.19 | $9,379.5 | -$95.69 | -1.01% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 51,365 | $11.29M | $12.3M | $1.01M | 8.95% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 709 | $216,973.63 | $172,616.68 | -$44,356.95 | -20.44% |
| DC Donie Carlson DMC Group LLC | 736 | $147,478.04 | $180,286.88 | $32,808.84 | 22.25% |
Bobby Adusumilli SJS Investment Consulting Inc. | 439 | $132,777.67 | $105,579.5 | -$27,198.17 | -20.48% |
Kea Molnar Cromwell Holdings LLC | 645 | $147,408.9 | $155,199.9 | $7,791 | 5.29% |
David Spratt Badgley Phelps Wealth Managers LLC | 58,492 | $13.29M | $14.27M | $987,797.76 | 7.43% |
Dinan Hu R Squared Ltd | 4,513 | $1.32M | $1.1M | -$215,997.43 | -16.42% |