| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joseph Castro Nuveen LLC | 131,524 | $24.21M | $31.43M | $7.22M | 29.82% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 5,035 | $1.02M | $1.25M | $228,146.31 | 22.34% |
Sima Elimelech Activest Wealth Management | 84 | $10,438.78 | $20,076 | $9,637.22 | 92.32% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 3,245 | $407,839 | $806,707 | $398,868 | 97.8% |
Brian Baylis Bell Investment Advisors Inc. | 44 | $5,461.22 | $11,126.28 | $5,665.06 | 103.73% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 2,845 | $482,914.7 | $703,255.55 | $220,340.85 | 45.63% |
Christopher Davis Burns Matteson Capital Management LLC | 4,631 | $582,024 | $1.15M | $566,649.24 | 97.36% |
Bobby Adusumilli SJS Investment Consulting Inc. | 268 | $35,534.64 | $67,769.16 | $32,234.52 | 90.71% |
Jenell Wunsch Sora Investors LLC | 7,706 | $936,587.24 | $1.92M | $988,294.5 | 105.52% |
Kea Molnar Cromwell Holdings LLC | 13 | $2,478.06 | $3,236.35 | $758.29 | 30.6% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 6,556 | $796,816.12 | $1.63M | $832,939.92 | 104.53% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 3,157 | $389,175.06 | $781,831.05 | $392,655.99 | 100.89% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 86 | $10,808.48 | $21,746.82 | $10,938.34 | 101.2% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 13 | $1,633.84 | $3,107 | $1,473.16 | 90.17% |
Dominic Corabi Wedmont Private Capital | 1,692 | $375,082.54 | $419,209.92 | $44,127.38 | 11.76% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 1,506 | $215,789.82 | $376,183.74 | $160,393.92 | 74.33% |
Billy DeFrance Lauterbach Financial Advisors LLC | 2,073 | $845,923.41 | $517,514.08 | -$328,409.33 | -38.82% |
Ana-Maria Ignat Covestor Ltd | 846 | $127,604.21 | $213,928.02 | $86,323.81 | 67.65% |
Daniel Flack Intrinsic Value Partners LLC | 21,310 | $3.23M | $5.3M | $2.08M | 64.43% |
Bill McVay Red Tortoise LLC | 7 | $2,172.17 | $1,737.33 | -$434.84 | -20.02% |