| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 4,870 | $215,887.1 | $226,381.95 | $10,494.85 | 4.86% |
Matthew Carney Nfj Investment Group LLC | 63,924 | $2.65M | $3.01M | $364,366.8 | 13.76% |
| CAL CSM Advisors LLC CSM Advisors LLC | 44,155 | $1.96M | $2.05M | $94,050.15 | 4.8% |
Joseph Castro Nuveen LLC | 775,089 | $27.62M | $35.48M | $7.86M | 28.45% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 9,489 | $376,952.88 | $441,760.39 | $64,807.51 | 17.19% |
Richard Slavik Newbridge Financial Services Group Inc. | 2 | $91.88 | $91.56 | -$0.32 | -0.35% |
Sima Elimelech Activest Wealth Management | 1 | $36.43 | $45.78 | $9.35 | 25.67% |
Brian Baylis Bell Investment Advisors Inc. | 81 | $2,978.63 | $3,774.6 | $795.97 | 26.72% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 2 | $88.66 | $91.56 | $2.9 | 3.27% |
Bobby Adusumilli SJS Investment Consulting Inc. | 165 | $7,141.36 | $7,689 | $547.64 | 7.67% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 4,532 | $207,702 | $210,760.66 | $3,058.66 | 1.47% |
Ashish Sharma DGS Capital Management LLC | 10,506 | $415,966.42 | $488,896.71 | $72,930.29 | 17.53% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 5,393 | $239,071.69 | $250,450.92 | $11,379.23 | 4.76% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 6 | $254.34 | $274.68 | $20.34 | 8% |
Ana-Maria Ignat Covestor Ltd | 864 | $31,981.24 | $40,262.4 | $8,281.16 | 25.89% |
Kathryn Brown Morton Brown Family Wealth LLC | 124 | $4,761.6 | $5,761.04 | $999.44 | 20.99% |
W. Travis McKinney HB Wealth Management LLC | 8,762 | $343,430.1 | $408,309.2 | $64,879.1 | 18.89% |
William Jollie Quent Capital LLC | 108 | $4,072.23 | $5,032.8 | $960.57 | 23.59% |
Taro Kuriyama Axq Capita LLP | 10,177 | $466,412 | $473,230.5 | $6,818.5 | 1.46% |
Katie Christensen iSAM Funds UKK) Ltd | 13,100 | $600,373 | $612,687 | $12,314 | 2.05% |