| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffery Yorg Focus Partners Advisor Solutions LLC | 1,908 | $1.06M | $1.09M | $38,436.77 | 3.64% |
Kasey Fegan Corsicana & Co. | 4 | $2,269.64 | $2,276.36 | $6.72 | 0.3% |
| YL Yosef Levy Y.D. More Investments Ltd. | 47 | $27,717.33 | $26,685.66 | -$1,031.67 | -3.72% |
Joseph Castro Nuveen LLC | 209,558 | $117.94M | $117.46M | -$479,763.93 | -0.41% |
| MJB Michael John Blaszczyk SRN Advisors LLC | 2,528 | $1.29M | $1.45M | $157,242.25 | 12.16% |
| HP Hannah Perry Crestmont Private Wealth LLC | 1,158 | $646,726.67 | $665,340.48 | $18,613.81 | 2.88% |
Kimberly Cappellano Private Wealth Asset Management LLC | 30 | $16,965 | $17,174.4 | $209.4 | 1.23% |
Sima Elimelech Activest Wealth Management | 51 | $27,801.99 | $28,586.52 | $784.53 | 2.82% |
Cheryl Smith DB Fitzpatrick & Co Inc. | 2,477 | $1.41M | $1.42M | $14,692.09 | 1.04% |
Brian Baylis Bell Investment Advisors Inc. | 30 | $14,678.28 | $17,252.7 | $2,574.42 | 17.54% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 795 | $446,767.5 | $450,260.17 | $3,492.67 | 0.78% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 3,607 | $2.02M | $2.07M | $52,310.69 | 2.59% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 1,321 | $712,856.19 | $755,968.67 | $43,112.48 | 6.05% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 689 | $401,638.76 | $392,909.14 | -$8,729.62 | -2.17% |
Bobby Adusumilli SJS Investment Consulting Inc. | 28 | $15,300.6 | $16,102.52 | $801.92 | 5.24% |
Kea Molnar Cromwell Holdings LLC | 249 | $122,054.35 | $142,724.31 | $20,669.96 | 16.94% |
Dinan Hu R Squared Ltd | 792 | $430,819.22 | $449,681.76 | $18,862.54 | 4.38% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 4,065 | $2.29M | $2.31M | $21,138.82 | 0.92% |
Ellen York T. Rowe Price Investment Management Inc. | 2.05M | $1.15B | $1.16B | $9.49M | 0.83% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 750 | $379,095.57 | $428,167.5 | $49,071.93 | 12.94% |