| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 30 | $2,639.8 | $3,048.9 | $409.1 | 15.5% |
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 8,998 | $878,082.67 | $914,466.74 | $36,384.07 | 4.14% |
| BG Bart Gancher Intech Investment Management LLC | 7,176 | $601,856.4 | $729,296.88 | $127,440.48 | 21.17% |
Jeff Ameen Spire Wealth Management | 3,700 | $355,052 | $376,031 | $20,979 | 5.91% |
| MD Michelle Dubey Yousif Capital Management LLC | 5,672 | $285,796.4 | $576,445.36 | $290,648.96 | 101.7% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 14,825 | $1.32M | $1.51M | $191,029.92 | 14.52% |
Joseph Castro Nuveen LLC | 45,578 | $3.84M | $4.63M | $788,134.32 | 20.5% |
Adam J. Peck Riverwater Partners LLC | 22,271 | $2.08M | $2.26M | $184,134.28 | 8.86% |
Brian Baylis Bell Investment Advisors Inc. | 6 | $498.3 | $598.87 | $100.57 | 20.18% |
| JB John Brim Smith Group Asset Management LLC | 6,985 | $692,023.12 | $696,055.25 | $4,032.13 | 0.58% |
| DH Dinan Hu R Squared Ltd | 2,571 | $224,988.35 | $256,615.62 | $31,627.27 | 14.06% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 17 | $1,631.32 | $1,684.19 | $52.87 | 3.24% |
Candace Cavalier Congress Wealth Management LLC / DE / | 94,779 | $6.63M | $9.36M | $2.73M | 41.23% |
Ana-Maria Ignat Covestor Ltd | 8 | $737.12 | $811.6 | $74.48 | 10.1% |
Jeremy Baltz Raleigh Capital Management Inc. | 19 | $2,074.23 | $1,936.48 | -$137.75 | -6.64% |
| EW Ed West Values First Advisors Inc. | 20,197 | $938,326.54 | $2.06M | $1.12M | 119.38% |
Michael Byun SageView Advisory Group LLC | 142 | $11,517 | $14,451.34 | $2,934.34 | 25.48% |
Jeffrey Gilbert Balboa Wealth Partners | 2,213 | $241,593.21 | $228,093.91 | -$13,499.3 | -5.59% |
Amna Ali Khan GDS Wealth Management | 2,212 | $241,484.04 | $229,583.48 | -$11,900.56 | -4.93% |
| HFT Hui Fai Tam Caitong International Asset Management Co. Ltd. | 283 | $30,483.28 | $29,188.45 | -$1,294.83 | -4.25% |