| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Field & Main Bank Field & Main Bank | 1,095 | $157,655.25 | $216,952.35 | $59,297.1 | 37.61% |
Asio Capital Asio Capital LLC | 28,161 | $4.43M | $5.73M | $1.3M | 29.38% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 8,659 | $1.31M | $1.72M | $408,185.26 | 31.22% |
| YA Yinka Akinsola Blue Trust Inc. | 1,775 | $312,631.61 | $351,520.98 | $38,889.37 | 12.44% |
Jeff Ameen Spire Wealth Management | 409 | $89,787.77 | $82,200.82 | -$7,586.95 | -8.45% |
| MD Michelle Dubey Yousif Capital Management LLC | 39,252 | $5.97M | $7.9M | $1.93M | 32.34% |
Kyle P. Smith NewEdge Wealth LLC | 36,268 | $6.5M | $7.18M | $683,412.08 | 10.52% |
Matthew Carney Nfj Investment Group LLC | 24,219 | $5.06M | $4.8M | -$266,045.72 | -5.26% |
| GAG Goodman Advisory Group LLC Goodman Advisory Group LLC | 386 | $86,635.5 | $76,441.51 | -$10,193.99 | -11.77% |
Joseph Castro Nuveen LLC | 851,377 | $120.32M | $169.7M | $49.39M | 41.05% |
| NN Natasha Newbold FIFTHDELTA Ltd | 512,863 | $107.2M | $101.56M | -$5.63M | -5.26% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 18 | $4,095.18 | $3,600.9 | -$494.28 | -12.07% |
Kurt Van Dyken Lifeworks Advisors LLC | 1,066 | $160,955.34 | $212,485.78 | $51,530.44 | 32.02% |
Adam J. Peck Riverwater Partners LLC | 2,020 | $304,999.8 | $402,646.6 | $97,646.8 | 32.02% |
Kimberly Cappellano Private Wealth Asset Management LLC | 1,611 | $229,801.95 | $321,120.63 | $91,318.68 | 39.74% |
Brian Baylis Bell Investment Advisors Inc. | 96 | $13,834.8 | $19,204.8 | $5,370 | 38.82% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 3,624 | $769,307.86 | $722,371.92 | -$46,935.94 | -6.1% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 126,649 | $21.96M | $25.38M | $3.42M | 15.6% |
| SIM Studio Investment Management LLC Studio Investment Management LLC | 6,720 | $1.04M | $1.34M | $298,638.52 | 28.69% |
Bobby Adusumilli SJS Investment Consulting Inc. | 41 | $9,327.91 | $8,216.4 | -$1,111.51 | -11.92% |