| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Red Spruce Capital Red Spruce Capital LLC | 35,579 | $3.52M | $3.6M | $77,632.23 | 2.21% |
| YA Yinka Akinsola Blue Trust Inc. | 727 | $69,420.53 | $72,096.59 | $2,676.06 | 3.85% |
Michelle Dubey Yousif Capital Management LLC | 27,152 | $2.68M | $2.75M | $65,707.84 | 2.45% |
Kyle P. Smith NewEdge Wealth LLC | 3,619 | $361,863.81 | $366,242.8 | $4,378.99 | 1.21% |
Matthew Carney Nfj Investment Group LLC | 56,373 | $5.31M | $5.84M | $530,469.93 | 10% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 3,310 | $327,691.39 | $334,475.5 | $6,784.11 | 2.07% |
Kasey Fegan Corsicana & Co. | 1,200 | $119,988 | $122,700 | $2,712 | 2.26% |
Joseph Castro Nuveen LLC | 269,548 | $26.48M | $26.73M | $254,113.78 | 0.96% |
Richard Slavik Newbridge Financial Services Group Inc. | 142 | $14,040.23 | $14,082.14 | $41.91 | 0.3% |
Sima Elimelech Activest Wealth Management | 1 | $92.52 | $99.17 | $6.65 | 7.19% |
Brian Baylis Bell Investment Advisors Inc. | 50 | $4,905.4 | $5,064.5 | $159.1 | 3.24% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 939,032 | $92.67M | $95.11M | $2.44M | 2.63% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1 | $99.99 | $99.17 | -$0.82 | -0.82% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 4,867 | $485,778.86 | $490,058.23 | $4,279.37 | 0.88% |
Bobby Adusumilli SJS Investment Consulting Inc. | 189 | $18,796.15 | $19,143.81 | $347.66 | 1.85% |
Kea Molnar Cromwell Holdings LLC | 23 | $2,243.39 | $2,329.21 | $85.82 | 3.83% |
Dinan Hu R Squared Ltd | 3,412 | $340,859 | $347,887.52 | $7,028.52 | 2.06% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 20,600 | $2.04M | $2.11M | $70,658 | 3.47% |
Ellen York T. Rowe Price Investment Management Inc. | 2.58M | $242.98M | $263.57M | $20.59M | 8.47% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 38,312 | $3.78M | $3.88M | $97,585.25 | 2.58% |