| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YA Yinka Akinsola Blue Trust Inc. | 130 | $4,483.7 | $4,683.9 | $200.2 | 4.47% |
| JA Jeff Ameen Spire Wealth Management | 22 | $681.12 | $792.66 | $111.54 | 16.38% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 6,571 | $226,633.79 | $236,753.13 | $10,119.34 | 4.47% |
| JY Jeffery Yorg Focus Partners Advisor Solutions LLC | 6,435 | $205,781.87 | $231,853.05 | $26,071.18 | 12.67% |
| JC Joseph Castro Nuveen LLC | 968,556 | $30.23M | $34.9M | $4.67M | 15.43% |
| BB Brian Baylis Bell Investment Advisors Inc. | 57 | $1,641.69 | $2,053.71 | $412.02 | 25.1% |
| BA Bobby Adusumilli SJS Investment Consulting Inc. | 74,236 | $2.3M | $2.67M | $376,323.59 | 16.37% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 7,493 | $231,983.28 | $269,972.79 | $37,989.51 | 16.38% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 285 | $6,959.7 | $10,271.4 | $3,311.7 | 47.58% |
| AI Ana-Maria Ignat Covestor Ltd | 756 | $25,129.44 | $27,246.24 | $2,116.8 | 8.42% |
| BM Bill McVay Red Tortoise LLC | 112 | $2,868.32 | $4,036.48 | $1,168.16 | 40.73% |
| KB Kimberly Byrne Bill Few Associates Inc. | 8,568 | $273,741.99 | $308,962.08 | $35,220.09 | 12.87% |
| MC Mariana Coli Dunhill Financial LLC | 1 | $33.24 | $36.03 | $2.79 | 8.39% |
| DP Drew Phillips Fortitude Family Office LLC | 22 | $699.45 | $792.66 | $93.21 | 13.33% |
Alexandra Stickelman Root Financial Partners, LLC | 313 | $10,350.29 | $11,277.39 | $927.1 | 8.96% |
Christopher C. Powers Farther Finance Advisors, LLC | 618 | $20,089.38 | $22,266.54 | $2,177.16 | 10.84% |
Mathieu Cornu Pictet Asset Management Holding SA | 15,919 | $502,063.12 | $573,561.57 | $71,498.45 | 14.24% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 22,736 | $678,458.26 | $819,178.08 | $140,719.82 | 20.74% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 11,000 | $379,390 | $396,330 | $16,940 | 4.47% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 7,845 | $233,624 | $282,655.35 | $49,031.35 | 20.99% |