| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 554 | $8,410.39 | $9,937.71 | $1,527.32 | 18.16% |
| BG Bart Gancher Intech Investment Management LLC | 47,234 | $713,305.6 | $845,483.88 | $132,178.28 | 18.53% |
Private Capital Private Capital Management | 4.42M | $40.43M | $79.03M | $38.6M | 95.48% |
| MD Michelle Dubey Yousif Capital Management LLC | 14,977 | $265,919.95 | $262,846.35 | -$3,073.6 | -1.16% |
Kyle P. Smith NewEdge Wealth LLC | 889,255 | $9.85M | $15.82M | $5.97M | 60.54% |
Joseph Castro Nuveen LLC | 936,385 | $15.19M | $16.54M | $1.35M | 8.87% |
Brian Baylis Bell Investment Advisors Inc. | 321 | $4,612.77 | $5,664.27 | $1,051.5 | 22.8% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 51,975 | $953,199.09 | $913,720.5 | -$39,478.59 | -4.14% |
Bobby Adusumilli SJS Investment Consulting Inc. | 183 | $2,410.23 | $3,217.14 | $806.91 | 33.48% |
Ana-Maria Ignat Covestor Ltd | 665 | $8,398.78 | $11,674.07 | $3,275.29 | 39% |
Lukas Lindgren Abound Wealth Management | 7 | $61.83 | $123.52 | $61.69 | 99.77% |
Kun Gao Sherbrooke Park Advisers LLC | 10,125 | $156,633.36 | $179,010 | $22,376.64 | 14.29% |
Kevin Kroskey True Wealth Design LLC | 443 | $5,944 | $7,774.65 | $1,830.65 | 30.8% |
| WPA Wealth Preservation Advisors LLC Wealth Preservation Advisors LLC | 109 | $1,309 | $1,911.86 | $602.86 | 46.06% |
| AA Andrew Alkon EntryPoint Capital, LLC | 13,412 | $161,078 | $232,832.32 | $71,754.32 | 44.55% |
Christopher C. Powers Farther Finance Advisors, LLC | 7,684 | $123,334.85 | $128,937.52 | $5,602.67 | 4.54% |
Jae Cho Marex Group plc | 27,000 | $364,390 | $468,720 | $104,330 | 28.63% |
Syon Capital LLC SYON CAPITAL LLC | 12,512 | $216,706.89 | $216,144.8 | -$562.09 | -0.26% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 58 | $697 | $996.5 | $299.5 | 42.97% |
Curtis Burkholder Bare Financial Services, Inc | 41 | $575 | $708.68 | $133.68 | 23.25% |