| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Washburn Capital Management Washburn Capital Management Inc. | 975 | $212,481.75 | $226,668 | $14,186.25 | 6.68% |
Adams Wealth Management Adams Wealth Management | 1,565 | $248,936.46 | $359,887.42 | $110,950.96 | 44.57% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 1,304 | $312,672 | $299,867.85 | -$12,804.15 | -4.1% |
Michael Corrigan Advocate Group LLC | 946 | $154,112.86 | $217,542.16 | $63,429.3 | 41.16% |
| YA Yinka Akinsola Blue Trust Inc. | 1,955 | $410,779.6 | $449,571.82 | $38,792.22 | 9.44% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 3,306 | $763,029.24 | $760,247.79 | -$2,781.45 | -0.36% |
Jeff Ameen Spire Wealth Management | 747 | $137,361.54 | $173,737.26 | $36,375.72 | 26.48% |
Michelle Dubey Yousif Capital Management LLC | 9,265 | $1.55M | $2.15M | $607,965.68 | 39.3% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 941 | $224,221.48 | $218,359.05 | -$5,862.43 | -2.61% |
Derek Batts Union Heritage Capital LLC | 9,071 | $1.3M | $2.1M | $802,169.16 | 61.65% |
Joseph Castro Nuveen LLC | 275,459 | $54.27M | $63.34M | $9.07M | 16.72% |
Beatriz Gutierrez Junco CV Advisors LLC | 1,200 | $285,936 | $275,952 | -$9,984 | -3.49% |
| HP Hannah Perry Crestmont Private Wealth LLC | 2,122 | $416,840.51 | $493,587.81 | $76,747.3 | 18.41% |
| HFR Herbert F. Reilly III HFR Wealth Management LLC | 53,284 | $7.39M | $12.4M | $5.01M | 67.71% |
| SK Samira Kadam Cherry Creek Investment Advisors Inc. | 1,325 | $187,090.51 | $306,936.24 | $119,845.73 | 64.06% |
Michael P. O'Donnell Atlas FRM LLC | 1.53M | $317.33M | $358.38M | $41.05M | 12.94% |
Kurt Van Dyken Lifeworks Advisors LLC | 2,331 | $427,021.73 | $536,036.78 | $109,015.05 | 25.53% |
Sima Elimelech Activest Wealth Management | 4 | $953.12 | $919.84 | -$33.28 | -3.49% |
Brian Baylis Bell Investment Advisors Inc. | 62 | $14,205.45 | $14,419.96 | $214.51 | 1.51% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 4,084 | $881,500.42 | $949,856.72 | $68,356.3 | 7.75% |