| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 264 | $12,025.05 | $27,030.96 | $15,005.91 | 124.79% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 89 | $7,859.81 | $9,112.71 | $1,252.9 | 15.94% |
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 272 | $23,976.8 | $27,928.96 | $3,952.16 | 16.48% |
| BG Bart Gancher Intech Investment Management LLC | 15,244 | $1.05M | $1.55M | $498,275.24 | 47.3% |
| CD Charlie Durham Sterling Capital Management LLC | 3,895 | $393,401.44 | $398,809.05 | $5,407.61 | 1.37% |
Michelle Dubey Yousif Capital Management LLC | 7,087 | $210,321.1 | $721,385.73 | $511,064.63 | 242.99% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 3,195 | $241,067.3 | $328,350.15 | $87,282.85 | 36.21% |
Joseph Castro Nuveen LLC | 264,456 | $17.49M | $27.08M | $9.58M | 54.79% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1 | $102.61 | $102.39 | -$0.22 | -0.21% |
Bobby Adusumilli SJS Investment Consulting Inc. | 37 | $3,159.34 | $3,766.23 | $606.89 | 19.21% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 71 | $7,237.03 | $7,269.69 | $32.66 | 0.45% |
Ana-Maria Ignat Covestor Ltd | 524 | $36,625.07 | $53,337.96 | $16,712.89 | 45.63% |
CJ Harrison DecisionPoint Financial LLC | 2 | $205.22 | $203.58 | -$1.64 | -0.8% |
Lukas Lindgren Abound Wealth Management | 2 | $60.67 | $204.76 | $144.09 | 237.5% |
Drew Phillips Fortitude Family Office LLC | 1,693 | $167,311.15 | $172,330.47 | $5,019.32 | 3% |
Brian Matter Creative Capital Management Investments LLC | 19 | $1,949.59 | $1,934.01 | -$15.58 | -0.8% |
| QS Quentin Stoker Gallacher Capital Management LLC | 4,775 | $462,422.65 | $489,700.12 | $27,277.47 | 5.9% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 74 | $7,779.27 | $7,532.46 | -$246.81 | -3.17% |
Kevin Kroskey True Wealth Design LLC | 316 | $20,069.24 | $32,165.64 | $12,096.4 | 60.27% |
Beth Zilka Baron Wealth Management LLC | 2,156 | $229,865 | $220,116.82 | -$9,748.18 | -4.24% |