| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jennifer Easley Gitterman Wealth Management LLC | 3,864 | $261,681.69 | $285,955.32 | $24,273.63 | 9.28% |
Kyle P. Smith NewEdge Wealth LLC | 6,814 | $456,751.78 | $493,674.3 | $36,922.52 | 8.08% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 1,686 | $137,189.82 | $123,280.32 | -$13,909.5 | -10.14% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 4,390 | $357,214.3 | $317,770.15 | -$39,444.15 | -11.04% |
| YL Yosef Levy Y.D. More Investments Ltd. | 7,351 | $472,315.21 | $533,939.88 | $61,624.67 | 13.05% |
Joseph Castro Nuveen LLC | 2.41M | $161.5M | $167.21M | $5.71M | 3.53% |
| MPM Mark P. Mennitt CenterBook Partners LP | 4,283 | $258,564.71 | $310,817.31 | $52,252.6 | 20.21% |
Adam J. Peck Riverwater Partners LLC | 8,196 | $415,327.99 | $604,864.8 | $189,536.81 | 45.64% |
Sima Elimelech Activest Wealth Management | 7 | $569.59 | $508.06 | -$61.53 | -10.8% |
Brian Baylis Bell Investment Advisors Inc. | 391 | $20,645.99 | $28,378.78 | $7,732.79 | 37.45% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 6,329 | $382,082 | $460,372.09 | $78,290.09 | 20.49% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 10,564 | $706,820.63 | $766,735.12 | $59,914.49 | 8.48% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 2 | $162.74 | $145.16 | -$17.58 | -10.8% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 14,314 | $1.02M | $1.03M | $9,115.93 | 0.89% |
Bobby Adusumilli SJS Investment Consulting Inc. | 5,066 | $353,115.56 | $367,690.28 | $14,574.72 | 4.13% |
Kea Molnar Cromwell Holdings LLC | 752 | $50,343.62 | $54,531.28 | $4,187.66 | 8.32% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 5,300 | $431,261 | $385,257 | -$46,004 | -10.67% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 3,529 | $287,155 | $254,882.02 | -$32,272.98 | -11.24% |
Nancy Kay Cross Staff Investments Inc. | 5,200 | $351,026 | $385,658 | $34,632 | 9.87% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 282 | $20,913.85 | $19,582.08 | -$1,331.77 | -6.37% |