| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FP Frank Poli COHEN & STEERS Inc. | 34,500 | $1.39M | $587,880 | -$801,072.51 | -57.67% |
| BA Brook Anderson Cutler Investment Counsel LLC | 47,115 | $2.12M | $789,176.25 | -$1.33M | -62.71% |
| SA Sheila Asher LAFFER TENGLER INVESTMENTS Inc. | 17,300 | $337,380.51 | $289,775 | -$47,605.51 | -14.11% |
| TSP Thomas S. Paluck TSP Capital Management Group LLC | 60,300 | $224,800.47 | $1.01M | $785,224.53 | 349.3% |
| CD Charlie Durham Sterling Capital Management LLC | 31,479 | $250,955.78 | $527,273.25 | $276,317.47 | 110.11% |
| JM John Malone Amundi | 32,977 | $276,954.1 | $570,172.33 | $293,218.23 | 105.87% |
Jeff Ameen Spire Wealth Management | 63 | $1,103.76 | $1,089.27 | -$14.49 | -1.31% |
Michelle Dubey Yousif Capital Management LLC | 33,988 | $221,666.69 | $587,652.52 | $365,985.83 | 165.11% |
Joseph Castro Nuveen LLC | 2.05M | $30.37M | $34.32M | $3.94M | 12.98% |
Kimberly Cappellano Private Wealth Asset Management LLC | 950 | $10,042 | $16,202.25 | $6,160.25 | 61.34% |
Bobby Adusumilli SJS Investment Consulting Inc. | 684 | $11,983.68 | $11,826.36 | -$157.32 | -1.31% |
Andrew J. Whalen Whalen Wealth Management Inc. | 30,005 | $525,688 | $515,935.97 | -$9,752.03 | -1.86% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 15,750 | $275,940 | $266,332.5 | -$9,607.5 | -3.48% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 18,470 | $201,396.86 | $314,359.4 | $112,962.54 | 56.09% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 48 | $342.24 | $804 | $461.76 | 134.92% |
Jeffrey McClean Solidarity Wealth LLC | 707,297 | $7.55M | $11.85M | $4.3M | 56.89% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 61 | $1,068.72 | $1,048.89 | -$19.83 | -1.86% |
William Liberti Wealth Effects LLC | 51,000 | $220,282.66 | $868,530 | $648,247.34 | 294.28% |
Ana-Maria Ignat Covestor Ltd | 35 | $386.75 | $605.15 | $218.4 | 56.47% |
James Langer Redmont Wealth Advisors LLC | 76,573 | $621,290.16 | $1.3M | $679,302.24 | 109.34% |