| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew Carney Nfj Investment Group LLC | 37,392 | $2.52M | $3.45M | $928,828.01 | 36.83% |
Kasey Fegan Corsicana & Co. | 770 | $57,156.75 | $71,140.3 | $13,983.55 | 24.47% |
| YL Yosef Levy Y.D. More Investments Ltd. | 1,671 | $134,149.45 | $155,302.74 | $21,153.29 | 15.77% |
Joseph Castro Nuveen LLC | 3.97M | $375.01M | $365.17M | -$9.84M | -2.62% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 32,962 | $2.53M | $3.04M | $502,862.68 | 19.86% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 4,516 | $402,674.34 | $420,123.48 | $17,449.14 | 4.33% |
Sima Elimelech Activest Wealth Management | 49 | $4,260.06 | $4,506.53 | $246.47 | 5.79% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 2,475 | $223,715.25 | $227,922.75 | $4,207.5 | 1.88% |
Brian Baylis Bell Investment Advisors Inc. | 1,677 | $148,511.83 | $152,020.05 | $3,508.22 | 2.36% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 8,967 | $800,100.47 | $837,248.79 | $37,148.32 | 4.64% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 421,658 | $34.25M | $38.22M | $3.98M | 11.61% |
Larry Herold Herold Advisors Inc. | 21,675 | $1.37M | $2M | $623,894.84 | 45.48% |
| AB Andrew Blass Atlantic Private Wealth LLC | 600 | $54,678 | $55,404 | $726 | 1.33% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 11,878 | $919,394.72 | $1.09M | $175,459.93 | 19.08% |
Bobby Adusumilli SJS Investment Consulting Inc. | 1,866 | $133,826.36 | $169,152.9 | $35,326.54 | 26.4% |
Kea Molnar Cromwell Holdings LLC | 2,249 | $182,190.34 | $204,883.9 | $22,693.56 | 12.46% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 2,867 | $287,846.8 | $265,082.82 | -$22,763.98 | -7.91% |
Andrew D. W. Hill Andrew Hill Investment Advisors Inc. | 42,748 | $3.39M | $3.88M | $495,686.34 | 14.64% |
| ABL Alan B. Lancz & Associates Inc. Alan B Lancz & Associates Inc. | 8,164 | $503,363.9 | $753,292.28 | $249,928.38 | 49.65% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 6,776 | $624,679.02 | $616,277.2 | -$8,401.82 | -1.34% |