| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 32 | $50 | $100.32 | $50.32 | 100.64% |
| BG Bart Gancher Intech Investment Management LLC | 27,093 | $74,776.68 | $85,072.02 | $10,295.34 | 13.77% |
Point72 Asset Management LP Point72 Asset Management LP | 21,288 | $32,996.22 | $66,844.32 | $33,848.1 | 102.58% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 11,183 | $21,394.33 | $35,002.79 | $13,608.46 | 63.61% |
Joseph Castro Nuveen LLC | 230,152 | $633,236.62 | $722,677.28 | $89,440.66 | 14.12% |
Bobby Adusumilli SJS Investment Consulting Inc. | 22 | $27.5 | $69.08 | $41.58 | 151.2% |
Dinan Hu R Squared Ltd | 35,905 | $63,068.97 | $112,562.17 | $49,493.2 | 78.47% |
| AS Audrey Soza Custos Family Office LLC | 25,876 | $581,692.48 | $80,991.88 | -$500,700.6 | -86.08% |
G. Andrew Quinn AJ Advisors LLC | 46,418 | $144,360 | $145,752.52 | $1,392.52 | 0.96% |
Daniel Guy Ethos Financial Group LLC | 3.46M | $9.06M | $10.88M | $1.82M | 20.14% |
Kevin Kroskey True Wealth Design LLC | 2,646 | $5,133.76 | $8,308.44 | $3,174.68 | 61.84% |
| WPA Wealth Preservation Advisors LLC Wealth Preservation Advisors LLC | 74 | $93 | $232.36 | $139.36 | 149.85% |
Alexandra Stickelman Root Financial Partners, LLC | 154 | $193 | $483.56 | $290.56 | 150.55% |
Christopher C. Powers Farther Finance Advisors, LLC | 320 | $620.16 | $1,004.8 | $384.64 | 62.02% |
Derek Ripp Austin Wealth Management, LLC | 15,550 | $113,826 | $48,827 | -$64,999 | -57.1% |
Jeffrey McGrath Cetera Trust Company, N.A | 186,000 | $1.58M | $584,040 | -$998,820 | -63.1% |
| CPC Charles P. Cocke Jr LB Partners LLC | 5.4M | $10.3M | $16.96M | $6.66M | 64.71% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 164,399 | $451,537.02 | $516,212.86 | $64,675.84 | 14.32% |
Mark Schafer Police & Firemen's Retirement System of New Jersey | 24,933 | $148,850 | $78,289.62 | -$70,560.38 | -47.4% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 371 | $464 | $1,164.94 | $700.94 | 151.06% |