| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michelle Dubey Yousif Capital Management LLC | 24,310 | $942,984.9 | $951,614.95 | $8,630.05 | 0.92% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 8,230 | $288,776.59 | $322,122.2 | $33,345.61 | 11.55% |
| CAL CSM Advisors LLC CSM Advisors LLC | 14,103 | $547,055.37 | $552,555.54 | $5,500.17 | 1.01% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 5,383 | $172,191.51 | $210,771.36 | $38,579.85 | 22.41% |
Joseph Castro Nuveen LLC | 987,441 | $30.97M | $38.64M | $7.67M | 24.77% |
| MPM Mark P. Mennitt CenterBook Partners LP | 6,578 | $255,160.62 | $257,035.35 | $1,874.73 | 0.73% |
Brian Baylis Bell Investment Advisors Inc. | 57 | $1,641.69 | $2,230.12 | $588.43 | 35.84% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1 | $38.79 | $39.11 | $0.32 | 0.82% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 5,759 | $223,391.61 | $225,176.9 | $1,785.29 | 0.8% |
Bobby Adusumilli SJS Investment Consulting Inc. | 71,568 | $2.22M | $2.8M | $582,747.11 | 26.28% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 3,920 | $121,363.2 | $151,939.2 | $30,576 | 25.19% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 285 | $6,959.7 | $11,156.32 | $4,196.62 | 60.3% |
Ana-Maria Ignat Covestor Ltd | 1,809 | $63,911.31 | $70,786.17 | $6,874.86 | 10.76% |
Bill McVay Red Tortoise LLC | 112 | $2,868.32 | $4,382.56 | $1,514.24 | 52.79% |
W. Travis McKinney HB Wealth Management LLC | 8,989 | $348,683.31 | $351,020.45 | $2,337.14 | 0.67% |
| KB Kimberly Byrne Bill Few Associates Inc. | 7,990 | $253,501.27 | $312,409 | $58,907.73 | 23.24% |
CJ Harrison DecisionPoint Financial LLC | 3 | $120 | $117.3 | -$2.7 | -2.25% |
| JG John Ginter Callan Family Office LLC | 7,097 | $225,568.21 | $277,918.52 | $52,350.31 | 23.21% |
Mariana Coli Dunhill Financial LLC | 1 | $33.24 | $39.11 | $5.87 | 17.66% |
Drew Phillips Fortitude Family Office LLC | 217 | $8,116.51 | $8,493.38 | $376.87 | 4.64% |