| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
PAX Financial Group PAX Financial Group LLC | 1,069 | $217,409.28 | $248,916.66 | $31,507.38 | 14.49% |
| YA Yinka Akinsola Blue Trust Inc. | 438 | $95,725.23 | $100,039.2 | $4,313.97 | 4.51% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 1,981 | $448,328.03 | $462,127.68 | $13,799.65 | 3.08% |
Jeff Ameen Spire Wealth Management | 156 | $36,157.62 | $35,630.4 | -$527.22 | -1.46% |
Michelle Dubey Yousif Capital Management LLC | 15,771 | $3.75M | $3.6M | -$148,706.55 | -3.96% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 2,611 | $651,623.72 | $607,605.84 | -$44,017.88 | -6.76% |
| YL Yosef Levy Y.D. More Investments Ltd. | 2,100 | $442,197 | $488,985.02 | $46,788.02 | 10.58% |
Joseph Castro Nuveen LLC | 382,600 | $86.86M | $91.15M | $4.29M | 4.94% |
| MPM Mark P. Mennitt CenterBook Partners LP | 4,642 | $1.01M | $1.11M | $92,238.88 | 9.1% |
| HFR Herbert F. Reilly III HFR Wealth Management LLC | 39,135 | $9.43M | $9.29M | -$140,725.47 | -1.49% |
Adam J. Peck Riverwater Partners LLC | 1,984 | $414,454.88 | $462,827.52 | $48,372.64 | 11.67% |
Sima Elimelech Activest Wealth Management | 75 | $16,395.8 | $17,130 | $734.2 | 4.48% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 1,000 | $230,001.2 | $228,399.99 | -$1,601.21 | -0.7% |
Troy Winegarner Strong Tower Advisory Services | 14,856 | $3.26M | $3.39M | $128,230.58 | 3.93% |
Brian Baylis Bell Investment Advisors Inc. | 26 | $6,152.62 | $6,174.22 | $21.6 | 0.35% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 4,309 | $767,533.38 | $1.02M | $251,976.06 | 32.83% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1 | $213.24 | $228.4 | $15.16 | 7.11% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 1,113 | $280,769.36 | $254,209.19 | -$26,560.17 | -9.46% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 2,009 | $424,628.7 | $458,855.58 | $34,226.88 | 8.06% |
Bobby Adusumilli SJS Investment Consulting Inc. | 64 | $16,225.28 | $14,617.6 | -$1,607.68 | -9.91% |