| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kyle P. Smith NewEdge Wealth LLC | 4,337 | $206,788.16 | $210,171.02 | $3,382.86 | 1.64% |
Dipen Mehta Invst LLC | 14,582 | $639,118.34 | $678,500.46 | $39,382.12 | 6.16% |
Joseph Castro Nuveen LLC | 836,214 | $32.88M | $39.63M | $6.75M | 20.53% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 4,397 | $209,648.96 | $222,620.11 | $12,971.15 | 6.19% |
Richard Slavik Newbridge Financial Services Group Inc. | 621 | $23,411.54 | $28,895.13 | $5,483.59 | 23.42% |
Sima Elimelech Activest Wealth Management | 79 | $3,502.86 | $3,999.77 | $496.91 | 14.19% |
Brian Baylis Bell Investment Advisors Inc. | 346 | $12,979.28 | $16,767.16 | $3,787.88 | 29.18% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 1.49M | $62.43M | $68.54M | $6.11M | 9.78% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 4,723 | $209,417.82 | $239,125.49 | $29,707.67 | 14.19% |
Christopher Davis Burns Matteson Capital Management LLC | 89,418 | $3.25M | $4.53M | $1.28M | 39.4% |
Bobby Adusumilli SJS Investment Consulting Inc. | 794 | $33,522.68 | $40,200.22 | $6,677.54 | 19.92% |
Kea Molnar Cromwell Holdings LLC | 60 | $2,530.5 | $3,037.8 | $507.3 | 20.05% |
Christopher Moore Paralel Advisors LLC | 66,500 | $3.17M | $3.15M | -$19,285 | -0.61% |
Lindsay Voak Greenland Capital Management LP | 165,000 | $7.12M | $7.57M | $448,330 | 6.3% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 8,027 | $279,343.61 | $406,407.01 | $127,063.4 | 45.49% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 19,706 | $890,554.22 | $916,920.18 | $26,365.96 | 2.96% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 3,887 | $162,327.03 | $196,798.81 | $34,471.78 | 21.24% |
Dominic Corabi Wedmont Private Capital | 9,591 | $329,214.18 | $485,592.33 | $156,378.15 | 47.5% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 7,974 | $338,804.89 | $371,030.22 | $32,225.33 | 9.51% |
Bert Miller Miller Wealth Advisors LLC | 486 | $18,506.88 | $24,606.18 | $6,099.3 | 32.96% |