| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 7,561 | $613,483.38 | $651,077.71 | $37,594.33 | 6.13% |
Kyle P. Smith NewEdge Wealth LLC | 4,864 | $355,972.44 | $440,605.44 | $84,633 | 23.78% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 4,806 | $438,980.04 | $439,220.34 | $240.3 | 0.05% |
Joseph Castro Nuveen LLC | 1.76M | $147.43M | $161.06M | $13.64M | 9.25% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 6,686 | $508,632.19 | $575,731.46 | $67,099.27 | 13.19% |
Richard Slavik Newbridge Financial Services Group Inc. | 86 | $5,891.26 | $8,026.38 | $2,135.12 | 36.24% |
Sima Elimelech Activest Wealth Management | 2 | $182.68 | $172.22 | -$10.46 | -5.73% |
| CMO Catherine M. O'Brien Boxwood Ventures Inc. | 10,412 | $468,725.35 | $955,717.48 | $486,992.13 | 103.9% |
Brian Baylis Bell Investment Advisors Inc. | 200 | $11,166.42 | $18,112 | $6,945.58 | 62.2% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 481,871 | $39.6M | $44.23M | $4.63M | 11.69% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 2 | $182.68 | $172.22 | -$10.46 | -5.73% |
| DC Donie Carlson DMC Group LLC | 9,972 | $717,547.37 | $858,688.92 | $141,141.55 | 19.67% |
Bobby Adusumilli SJS Investment Consulting Inc. | 630 | $48,030.18 | $54,249.3 | $6,219.12 | 12.95% |
Kea Molnar Cromwell Holdings LLC | 46 | $3,728.33 | $3,961.06 | $232.73 | 6.24% |
Dinan Hu R Squared Ltd | 5,383 | $417,182.92 | $491,952.37 | $74,769.45 | 17.92% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 28,086 | $2.23M | $2.54M | $314,705.43 | 14.12% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 7,811 | $474,093.46 | $672,605.21 | $198,511.75 | 41.87% |
Ashish Sharma DGS Capital Management LLC | 34,512 | $1.33M | $2.97M | $1.64M | 122.87% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 26 | $2,015 | $2,426.58 | $411.58 | 20.43% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 553 | $40,385.59 | $47,618.83 | $7,233.24 | 17.91% |