| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James H. Hanna, III North Reef Capital Management LP | 175,000 | $16.45M | $16.09M | -$357,000 | -2.17% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 28,312 | $2.47M | $2.67M | $198,108.98 | 8.02% |
Kasey Fegan Corsicana & Co. | 1,500 | $109,215 | $138,442.5 | $29,227.5 | 26.76% |
| YL Yosef Levy Y.D. More Investments Ltd. | 1,052 | $78,964.45 | $96,752.44 | $17,787.99 | 22.53% |
Joseph Castro Nuveen LLC | 5.89M | $466.95M | $569.78M | $102.83M | 22.02% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 5,670 | $421,569.6 | $523,312.65 | $101,743.05 | 24.13% |
Spencer Rand Five Oceans Advisors | 2,556 | $200,645.61 | $237,835.8 | $37,190.19 | 18.54% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 5,986 | $437,737.73 | $551,400.39 | $113,662.66 | 25.97% |
| HFR Herbert F. Reilly III HFR Wealth Management LLC | 167,634 | $11.28M | $15.85M | $4.57M | 40.51% |
| SK Samira Kadam Cherry Creek Investment Advisors Inc. | 2,349 | $234,647.88 | $218,233.84 | -$16,414.04 | -7% |
Kevin B. Crawford JB Capital LLC | 8,082 | $545,478.98 | $746,049.42 | $200,570.44 | 36.77% |
Richard Slavik Newbridge Financial Services Group Inc. | 82 | $7,827.05 | $7,937.6 | $110.55 | 1.41% |
Kurt Van Dyken Lifeworks Advisors LLC | 3,069 | $284,252.01 | $282,808.35 | -$1,443.66 | -0.51% |
Adam J. Peck Riverwater Partners LLC | 23,399 | $1.46M | $2.18M | $717,929.98 | 49.18% |
Kimberly Cappellano Private Wealth Asset Management LLC | 685 | $53,759.26 | $64,427.67 | $10,668.41 | 19.84% |
Sima Elimelech Activest Wealth Management | 96 | $9,022.08 | $9,292.8 | $270.72 | 3% |
Christina Forster Pazienza Guardian Partners Inc. | 243 | $22,422 | $22,334.13 | -$87.87 | -0.39% |
| RWA Roberts Wealth Advisors LLC Roberts Wealth Advisors LLC | 26,988 | $2.03M | $2.51M | $477,402.18 | 23.52% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 3,324 | $266,252.94 | $305,675.04 | $39,422.1 | 14.81% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 10,720 | $1.05M | $986,883.2 | -$59,003.51 | -5.64% |