| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffery Yorg Focus Partners Advisor Solutions LLC | 51,464 | $331,395.16 | $522,616.92 | $191,221.76 | 57.7% |
Joseph Castro Nuveen LLC | 241,764 | $2.32M | $2.48M | $164,404.65 | 7.1% |
Spencer Rand Five Oceans Advisors | 49,492 | $176,060.45 | $510,757.44 | $334,696.99 | 190.1% |
Kimberly Cappellano Private Wealth Asset Management LLC | 316 | $1,741 | $3,196.34 | $1,455.34 | 83.59% |
Brian Baylis Bell Investment Advisors Inc. | 2,463 | $13,856.61 | $25,171.86 | $11,315.25 | 81.66% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 176,736 | $1.02M | $1.81M | $783,978.14 | 76.69% |
Bobby Adusumilli SJS Investment Consulting Inc. | 2,429 | $20,487.3 | $24,824.38 | $4,337.08 | 21.17% |
Kea Molnar Cromwell Holdings LLC | 30,429 | $128,975.55 | $309,006.49 | $180,030.94 | 139.59% |
Kevin Batstone BayBridge Capital Group LLC | 159,618 | $1.5M | $1.62M | $126,887.5 | 8.48% |
Ashish Sharma DGS Capital Management LLC | 11,744 | $93,247.36 | $119,436.48 | $26,189.12 | 28.09% |
David Lemanski Channing Global Advisors LLC | 56,605 | $496,759.04 | $575,672.85 | $78,913.81 | 15.89% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 1,189 | $11,366.84 | $12,151.58 | $784.74 | 6.9% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 49 | $468.44 | $502.74 | $34.3 | 7.32% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 31,554 | $233,952.44 | $321,850.8 | $87,898.36 | 37.57% |
Dominic Corabi Wedmont Private Capital | 24,394 | $113,814.55 | $247,233.19 | $133,418.64 | 117.22% |
Clint Dunn Beaird Harris Wealth Management LLC | 242 | $1,481.18 | $2,461.14 | $979.96 | 66.16% |
Penny A. Phillips Journey Strategic Wealth LLC | 16,000 | $127,040 | $162,400 | $35,360 | 27.83% |
Sean Reitenbach Prosperity Consulting Group LLC | 20,388 | $176,549.82 | $207,345.96 | $30,796.14 | 17.44% |
W. Travis McKinney HB Wealth Management LLC | 88,492 | $554,199.36 | $904,388.24 | $350,188.88 | 63.19% |
Christopher Clancy Global Wealth Strategies & Associates | 10,120 | $105,652.8 | $103,477 | -$2,175.8 | -2.06% |