| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joseph Castro Nuveen LLC | 518,416 | $130.51M | $139.69M | $9.18M | 7.03% |
| HP Hannah Perry Crestmont Private Wealth LLC | 3,549 | $744,799.03 | $957,118.1 | $212,319.07 | 28.51% |
Kurt Van Dyken Lifeworks Advisors LLC | 11,117 | $2.76M | $3M | $234,435.3 | 8.49% |
Adam J. Peck Riverwater Partners LLC | 1,543 | $311,296.72 | $415,758.26 | $104,461.54 | 33.56% |
| SE Sima Elimelech Activest Wealth Management | 171 | $41,544.45 | $46,258.92 | $4,714.47 | 11.35% |
| RT Robert Tutela Essex LLC | 5,882 | $1.2M | $1.58M | $389,652.27 | 32.6% |
Brian Baylis Bell Investment Advisors Inc. | 72 | $16,513.75 | $19,364.04 | $2,850.29 | 17.26% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 1,606 | $463,812.78 | $432,733.49 | -$31,079.29 | -6.7% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 23,082 | $4.78M | $6.22M | $1.44M | 30.2% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 7,116 | $1.87M | $1.91M | $44,111.95 | 2.36% |
Bobby Adusumilli SJS Investment Consulting Inc. | 260 | $66,064.11 | $70,059.6 | $3,995.49 | 6.05% |
Jenell Wunsch Sora Investors LLC | 115,701 | $30.84M | $31.18M | $335,071.06 | 1.09% |
Kea Molnar Cromwell Holdings LLC | 183 | $37,172.11 | $50,419.24 | $13,247.13 | 35.64% |
| EY Ellen York T. Rowe Price Investment Management Inc. | 1,842 | $397,728.1 | $496,345.32 | $98,617.22 | 24.8% |
| OFA Olalekan F. Adeduji Washington Trust Advisors Inc. | 77 | $21,526.89 | $20,748.42 | -$778.47 | -3.62% |
Ashish Sharma DGS Capital Management LLC | 8,612 | $2.1M | $2.32M | $222,431.38 | 10.6% |
| NK Nancy Kay Cross Staff Investments Inc. | 2,671 | $578,017.17 | $720,518.81 | $142,501.64 | 24.65% |
| PNC Paul N. Clark Mi LLCapital Management LLC | 66,973 | $12.79M | $18.07M | $5.28M | 41.27% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 351 | $100,952.76 | $94,808.82 | -$6,143.94 | -6.09% |
| JAC J. Adam Causey Jackson Thornton Wealth Management LLC | 1,195 | $334,086.15 | $322,004.7 | -$12,081.45 | -3.62% |