| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CSM Advisors LLC CSM Advisors LLC | 55,021 | $533,202.78 | $1.01M | $480,834.25 | 90.18% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 88,753 | $1.2M | $1.61M | $411,370.15 | 34.31% |
Kasey Fegan Corsicana & Co. | 16 | $158.4 | $295.36 | $136.96 | 86.46% |
Joseph Castro Nuveen LLC | 6.01M | $61.12M | $109.46M | $48.33M | 79.08% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 372 | $5,315.88 | $6,867.12 | $1,551.24 | 29.18% |
Richard Slavik Newbridge Financial Services Group Inc. | 26,062 | $413,864.56 | $474,849.64 | $60,985.08 | 14.74% |
Kurt Van Dyken Lifeworks Advisors LLC | 75,805 | $943,772.25 | $1.4M | $455,588.05 | 48.27% |
Kimberly Cappellano Private Wealth Asset Management LLC | 912 | $7,943.43 | $16,575.6 | $8,632.17 | 108.67% |
Sima Elimelech Activest Wealth Management | 40 | $635.2 | $728.8 | $93.6 | 14.74% |
Christina Forster Pazienza Guardian Partners Inc. | 62 | $985 | $1,143.28 | $158.28 | 16.07% |
Robert Tutela Essex LLC | 18,311 | $202,371.22 | $337,837.95 | $135,466.73 | 66.94% |
Brian Baylis Bell Investment Advisors Inc. | 454 | $5,010.2 | $8,271.88 | $3,261.68 | 65.1% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 67,090 | $806,899.6 | $1.22M | $415,480.2 | 51.49% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 14 | $222.32 | $255.08 | $32.76 | 14.74% |
Christopher Davis Burns Matteson Capital Management LLC | 51,224 | $637,738.67 | $944,826.68 | $307,088.01 | 48.15% |
Bobby Adusumilli SJS Investment Consulting Inc. | 895 | $13,441.06 | $16,306.9 | $2,865.84 | 21.32% |
Kea Molnar Cromwell Holdings LLC | 3,561 | $42,708.16 | $64,418.49 | $21,710.33 | 50.83% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 818 | $11,067.54 | $15,030.75 | $3,963.21 | 35.81% |
Ashish Sharma DGS Capital Management LLC | 12,475 | $168,537.25 | $229,668.49 | $61,131.24 | 36.27% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 4,579 | $72,714.52 | $83,429.38 | $10,714.86 | 14.74% |