| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joseph Castro Nuveen LLC | 205,350 | $9.08M | $11.39M | $2.32M | 25.53% |
Sima Elimelech Activest Wealth Management | 43 | $2,545.92 | $2,468.63 | -$77.29 | -3.04% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 2.39M | $92.61M | $136.99M | $44.39M | 47.93% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1 | $59.57 | $57.41 | -$2.16 | -3.63% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 4,011 | $238,935.27 | $230,712.72 | -$8,222.55 | -3.44% |
Bobby Adusumilli SJS Investment Consulting Inc. | 295 | $15,990.8 | $16,935.95 | $945.15 | 5.91% |
Kea Molnar Cromwell Holdings LLC | 12 | $715 | $694.8 | -$20.2 | -2.83% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,679 | $64,224.6 | $93,150.92 | $28,926.32 | 45.04% |
Dominic Corabi Wedmont Private Capital | 8,383 | $370,056.26 | $486,800.81 | $116,744.55 | 31.55% |
Caroline Jankowski Operose Advisors LLC | 4,030 | $121,710.1 | $229,750.3 | $108,040.2 | 88.77% |
Bill McVay Red Tortoise LLC | 244 | $5,006.88 | $13,961.68 | $8,954.8 | 178.85% |
W. Travis McKinney HB Wealth Management LLC | 6,364 | $379,103.48 | $365,357.24 | -$13,746.24 | -3.63% |
William Jollie Quent Capital LLC | 804 | $46,962.4 | $46,157.64 | -$804.76 | -1.71% |
Taro Kuriyama Axq Capita LLP | 22,694 | $1.35M | $1.31M | -$37,218.58 | -2.75% |
| ECP Epacria Capital Partners LLC Epacria Capital Partners LLC | 82,582 | $1.62M | $4.72M | $3.1M | 191.85% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 14,653 | $872,885 | $845,331.57 | -$27,553.43 | -3.16% |
CJ Harrison DecisionPoint Financial LLC | 3 | $186 | $172.23 | -$13.77 | -7.4% |
Mariana Coli Dunhill Financial LLC | 1 | $33.32 | $57.41 | $24.09 | 72.3% |
Lukas Lindgren Abound Wealth Management | 4 | $122.29 | $230.48 | $108.19 | 88.47% |
Drew Phillips Fortitude Family Office LLC | 89 | $4,066 | $5,109.49 | $1,043.49 | 25.66% |