| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kyle P. Smith NewEdge Wealth LLC | 705 | $203,455.95 | $164,955.9 | -$38,500.05 | -18.92% |
Joseph Castro Nuveen LLC | 368,366 | $51.61M | $90.51M | $38.91M | 75.39% |
Adam J. Peck Riverwater Partners LLC | 13,654 | $1.81M | $3.22M | $1.41M | 78.35% |
Robert Tutela Essex LLC | 1,000 | $202,540 | $235,720 | $33,180 | 16.38% |
Brian Baylis Bell Investment Advisors Inc. | 6 | $811.86 | $1,432.26 | $620.4 | 76.42% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 31,518 | $9.1M | $7.52M | -$1.57M | -17.28% |
| JB John Brim Smith Group Asset Management LLC | 4,463 | $500,912.73 | $1.06M | $556,059.56 | 111.01% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 1,379 | $414,624 | $325,209.57 | -$89,414.43 | -21.57% |
Bobby Adusumilli SJS Investment Consulting Inc. | 6 | $812.56 | $1,432.26 | $619.7 | 76.27% |
Jenell Wunsch Sora Investors LLC | 49,301 | $9.99M | $11.55M | $1.57M | 15.68% |
Dinan Hu R Squared Ltd | 690 | $207,463 | $162,219 | -$45,244 | -21.81% |
Ellen York T. Rowe Price Investment Management Inc. | 112,359 | $25.25M | $26.13M | $885,407.61 | 3.51% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 1,667 | $501,217 | $392,223.76 | -$108,993.24 | -21.75% |
Ashish Sharma DGS Capital Management LLC | 1,158 | $234,541.32 | $272,442.66 | $37,901.34 | 16.16% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 13 | $3,751.67 | $3,194.36 | -$557.31 | -14.85% |
| JB Joel Blattner Avaii Wealth Management LLC | 925 | $187,349.5 | $219,030.75 | $31,681.25 | 16.91% |
Timothy J. Landolt Endowment Wealth Management Inc. | 1,336 | $196,392 | $315,563.2 | $119,171.2 | 60.68% |
Ana-Maria Ignat Covestor Ltd | 53 | $7,791 | $12,651.63 | $4,860.63 | 62.39% |
W. Travis McKinney HB Wealth Management LLC | 795 | $229,429.05 | $189,774.45 | -$39,654.6 | -17.28% |
Jeffrey Gilbert Balboa Wealth Partners | 1,385 | $280,517.9 | $326,067.09 | $45,549.19 | 16.24% |