| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Beatriz Gutierrez Junco CV Advisors LLC | 26,200 | $630,896 | $772,507 | $141,611 | 22.45% |
| MPM Mark P. Mennitt CenterBook Partners LP | 459,030 | $11.26M | $13.55M | $2.29M | 20.3% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 15,000 | $450,480 | $443,550 | -$6,930 | -1.54% |
Spencer Rand Five Oceans Advisors | 8,388 | $213,212 | $248,536.44 | $35,324.44 | 16.57% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 9,868 | $275,260.3 | $291,550.06 | $16,289.76 | 5.92% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 59,520 | $2.03M | $1.76M | -$273,335.53 | -13.47% |
| SK Samira Kadam Cherry Creek Investment Advisors Inc. | 24,153 | $599,723.48 | $713,600.38 | $113,876.9 | 18.99% |
Kevin B. Crawford JB Capital LLC | 48,121 | $1.32M | $1.42M | $103,745.75 | 7.86% |
Richard Slavik Newbridge Financial Services Group Inc. | 11,263 | $277,731.04 | $328,992.23 | $51,261.19 | 18.46% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 3,015 | $116,003.55 | $88,882.2 | -$27,121.35 | -23.38% |
Kurt Van Dyken Lifeworks Advisors LLC | 337,845 | $9.79M | $9.99M | $193,256.79 | 1.97% |
| EJL Emery J. Levick US Asset Management LLC | 12,415 | $532,838.6 | $366,925.32 | -$165,913.28 | -31.14% |
Kimberly Cappellano Private Wealth Asset Management LLC | 33,487 | $848,032.26 | $992,889.55 | $144,857.29 | 17.08% |
Sima Elimelech Activest Wealth Management | 8,877 | $244,656.36 | $259,297.17 | $14,640.81 | 5.98% |
Christina Forster Pazienza Guardian Partners Inc. | 46,810 | $1.23M | $1.38M | $154,577.09 | 12.57% |
| CMO Catherine M. O'Brien Boxwood Ventures Inc. | 19,248 | $490,439.04 | $568,489.68 | $78,050.64 | 15.91% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 36,016 | $1.3M | $1.07M | -$229,655.56 | -17.73% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 30,193 | $751,218.29 | $891,599.29 | $140,381 | 18.69% |
Robert Tutela Essex LLC | 61,240 | $2.49M | $1.81M | -$675,912.9 | -27.2% |
Brian Baylis Bell Investment Advisors Inc. | 4,641 | $128,867.72 | $136,631.04 | $7,763.32 | 6.02% |