| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 275 | $8,445.25 | $12,127.5 | $3,682.25 | 43.6% |
Michelle Dubey Yousif Capital Management LLC | 63,056 | $4.11M | $2.78M | -$1.33M | -32.41% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 15,593 | $521,293.48 | $674,943 | $153,649.52 | 29.47% |
Jessica Clark Caerus Investment Advisors LLC | 7,148 | $247,921.9 | $303,075.2 | $55,153.3 | 22.25% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 21,613 | $726,089.22 | $945,676.81 | $219,587.59 | 30.24% |
Joseph Castro Nuveen LLC | 447,035 | $13.95M | $18.95M | $5.01M | 35.9% |
| MPM Mark P. Mennitt CenterBook Partners LP | 8,864 | $337,275.19 | $382,392.96 | $45,117.77 | 13.38% |
Sima Elimelech Activest Wealth Management | 864 | $27,888.73 | $38,102.4 | $10,213.67 | 36.62% |
Brian Baylis Bell Investment Advisors Inc. | 217 | $6,808.98 | $9,569.7 | $2,760.72 | 40.55% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 2 | $76.1 | $88.2 | $12.1 | 15.9% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 35,357 | $1.26M | $1.53M | $264,048.35 | 20.91% |
Christopher Davis Burns Matteson Capital Management LLC | 18,592 | $707,426 | $787,557.12 | $80,131.12 | 11.33% |
Bobby Adusumilli SJS Investment Consulting Inc. | 3,914 | $133,593.43 | $172,607.4 | $39,013.97 | 29.2% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 33,052 | $1.02M | $1.4M | $386,377.8 | 38.07% |
Lindsay Voak Greenland Capital Management LP | 7,250 | $275,863 | $307,110 | $31,247 | 11.33% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 9,352 | $287,199.46 | $405,409.2 | $118,209.74 | 41.16% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 39 | $1,483.95 | $1,719.9 | $235.95 | 15.9% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 76 | $2,891.8 | $3,222.4 | $330.6 | 11.43% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 8,072 | $269,903.87 | $342,252.8 | $72,348.93 | 26.81% |
Dominic Corabi Wedmont Private Capital | 9,609 | $319,056.19 | $416,261.88 | $97,205.69 | 30.47% |