| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joseph Castro Nuveen LLC | 836,214 | $32.88M | $37.7M | $4.83M | 14.68% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 4,397 | $209,648.96 | $200,283.35 | -$9,365.61 | -4.47% |
Richard Slavik Newbridge Financial Services Group Inc. | 624 | $23,550.47 | $28,136.16 | $4,585.69 | 19.47% |
Sima Elimelech Activest Wealth Management | 79 | $3,502.86 | $3,562.11 | $59.25 | 1.69% |
Brian Baylis Bell Investment Advisors Inc. | 346 | $12,979.28 | $15,753.38 | $2,774.1 | 21.37% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 1.49M | $62.43M | $68.04M | $5.6M | 8.97% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 16,587 | $764,925.2 | $755,786.65 | -$9,138.55 | -1.19% |
Christopher Davis Burns Matteson Capital Management LLC | 88,573 | $3.22M | $4.04M | $825,570.21 | 25.66% |
Bobby Adusumilli SJS Investment Consulting Inc. | 977 | $42,248.12 | $44,482.81 | $2,234.69 | 5.29% |
Kea Molnar Cromwell Holdings LLC | 60 | $2,530.5 | $2,742.6 | $212.1 | 8.38% |
Christopher Moore Paralel Advisors LLC | 66,500 | $3.17M | $3.02M | -$150,955 | -4.76% |
Lindsay Voak Greenland Capital Management LP | 165,000 | $7.12M | $7.57M | $446,680 | 6.27% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 8,027 | $279,343.61 | $367,476.06 | $88,132.45 | 31.55% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 19,706 | $890,554.22 | $897,214.18 | $6,659.96 | 0.75% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 3,026 | $129,418.98 | $136,442.34 | $7,023.36 | 5.43% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 7,974 | $338,804.89 | $366,245.82 | $27,440.93 | 8.1% |
Bert Miller Miller Wealth Advisors LLC | 486 | $18,506.88 | $22,125.15 | $3,618.27 | 19.55% |
Clint Dunn Beaird Harris Wealth Management LLC | 4 | $168.88 | $182.56 | $13.68 | 8.1% |
Penny A. Phillips Journey Strategic Wealth LLC | 8,112 | $345,329.44 | $371,245.68 | $25,916.24 | 7.5% |
Ana-Maria Ignat Covestor Ltd | 1,243 | $50,562.35 | $56,593.79 | $6,031.44 | 11.93% |