| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 1,173 | $143,621.07 | $245,755.22 | $102,134.15 | 71.11% |
Michelle Dubey Yousif Capital Management LLC | 11,906 | $1.28M | $2.49M | $1.22M | 95.28% |
Donna Rittershausen Koss-Olinger Consulting LLC | 1,472 | $250,961.28 | $310,282.88 | $59,321.6 | 23.64% |
Jennifer Easley Gitterman Wealth Management LLC | 2,084 | $255,760.84 | $436,618.82 | $180,857.98 | 70.71% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 12,609 | $1.45M | $2.63M | $1.18M | 80.82% |
| TCL Therese C.D. Linden Bank of New Hampshire | 660 | $110,589.78 | $138,276.59 | $27,686.81 | 25.04% |
Joseph Castro Nuveen LLC | 1.02M | $115.98M | $214.12M | $98.14M | 84.61% |
| MPM Mark P. Mennitt CenterBook Partners LP | 37,296 | $5.69M | $7.86M | $2.17M | 38.11% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 9,638 | $1.56M | $2.02M | $455,790.93 | 29.15% |
Spencer Rand Five Oceans Advisors | 6,968 | $732,410.6 | $1.46M | $727,455.01 | 99.32% |
Kimberly Cappellano Private Wealth Asset Management LLC | 26 | $2,931 | $5,480.54 | $2,549.54 | 86.99% |
Christina Forster Pazienza Guardian Partners Inc. | 418,144 | $52.5M | $87.61M | $35.1M | 66.86% |
Brian Baylis Bell Investment Advisors Inc. | 154 | $21,762.21 | $32,506.32 | $10,744.11 | 49.37% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 414,297 | $45.38M | $86.8M | $41.42M | 91.26% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 25 | $2,653.5 | $5,237.75 | $2,584.25 | 97.39% |
Bobby Adusumilli SJS Investment Consulting Inc. | 150 | $25,573.5 | $31,426.5 | $5,853 | 22.89% |
Kea Molnar Cromwell Holdings LLC | 3,219 | $361,994.24 | $674,412.66 | $312,418.42 | 86.3% |
Andrew D. W. Hill Andrew Hill Investment Advisors Inc. | 17,291 | $3.58M | $3.62M | $43,918.97 | 1.23% |
Kevin Batstone BayBridge Capital Group LLC | 3,478 | $719,842 | $728,675.75 | $8,833.75 | 1.23% |
Joseph Allaria CarsonAllaria Wealth Management Ltd. | 1,164 | $240,913.08 | $243,869.63 | $2,956.55 | 1.23% |