| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joseph Castro Nuveen LLC | 79,310 | $5.45M | $5.99M | $543,606.47 | 9.98% |
Richard Slavik Newbridge Financial Services Group Inc. | 300 | $14,533 | $22,656 | $8,123 | 55.89% |
Troy Winegarner Strong Tower Advisory Services | 15,477 | $1.37M | $1.17M | -$201,197.57 | -14.69% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 7,238 | $529,966.36 | $513,499.91 | -$16,466.45 | -3.11% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 6,655 | $746,481.52 | $509,240.6 | -$237,240.92 | -31.78% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 3,923 | $287,242.06 | $285,313.12 | -$1,928.94 | -0.67% |
Bobby Adusumilli SJS Investment Consulting Inc. | 23 | $1,957.79 | $1,759.96 | -$197.83 | -10.1% |
Russell Silberstein Carmel Capital Partners LLC | 2,000 | $146,440 | $147,840 | $1,400 | 0.96% |
Li Peng China Universal Asset Management Co. Ltd. | 100 | $11,220 | $7,193.5 | -$4,026.5 | -35.89% |
Ana-Maria Ignat Covestor Ltd | 1,725 | $137,033.54 | $131,997 | -$5,036.54 | -3.68% |
Samantha Pierangeli City State Bank | 100 | $6,172 | $7,094.5 | $922.5 | 14.95% |
W. Travis McKinney HB Wealth Management LLC | 15,062 | $1.7M | $1.15M | -$546,912.15 | -32.18% |
| MC mike Chen Byrne Asset Management LLC | 300 | $24,672 | $21,548.43 | -$3,123.57 | -12.66% |
Ed West Values First Advisors Inc. | 6,434 | $530,209.68 | $465,403.39 | -$64,806.29 | -12.22% |
| KJ Ken Joseph Braidwel LLP | 609,715 | $46.38M | $45.92M | -$461,478.57 | -1% |
Amanda Hawley Atria Wealth Solutions Inc. | 2,442 | $327,252.42 | $186,861.84 | -$140,390.58 | -42.9% |
Ryan Cahill Cahill Wealth Management LLC | 8,987 | $888,087.96 | $676,226.81 | -$211,861.15 | -23.86% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 76 | $7,555.16 | $5,365.22 | -$2,189.94 | -28.99% |
Lukas Lindgren Abound Wealth Management | 1 | $62.5 | $75.72 | $13.22 | 21.15% |
Drew Phillips Fortitude Family Office LLC | 9 | $763.88 | $688.68 | -$75.2 | -9.84% |