| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 336 | $123,553.49 | $119,306.88 | -$4,246.61 | -3.44% |
Michelle Dubey Yousif Capital Management LLC | 7,702 | $1.46M | $2.73M | $1.27M | 86.77% |
Kyle P. Smith NewEdge Wealth LLC | 12,986 | $1.85M | $4.55M | $2.7M | 145.74% |
Matthew Carney Nfj Investment Group LLC | 7,208 | $906,261.84 | $2.57M | $1.66M | 183.12% |
Saleha Haji Laurus Global Equity Management Inc. | 5,100 | $1.04M | $1.8M | $765,663 | 73.85% |
Joseph Castro Nuveen LLC | 42,443 | $8.65M | $14.94M | $6.29M | 72.67% |
Brian Baylis Bell Investment Advisors Inc. | 11 | $1,969.74 | $3,905.88 | $1,936.14 | 98.29% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 35,046 | $8.65M | $12.44M | $3.8M | 43.93% |
| JB John Brim Smith Group Asset Management LLC | 6,717 | $1.66M | $2.41M | $744,783.63 | 44.74% |
Bobby Adusumilli SJS Investment Consulting Inc. | 19 | $6,269.93 | $6,746.52 | $476.59 | 7.6% |
Kea Molnar Cromwell Holdings LLC | 6 | $2,349 | $2,114.91 | -$234.09 | -9.97% |
Christopher Moore Paralel Advisors LLC | 7,958 | $1.96M | $2.83M | $867,765.27 | 44.32% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 21,360 | $8.36M | $7.63M | -$731,793.6 | -8.75% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 1,639 | $485,529.01 | $578,042.52 | $92,513.51 | 19.05% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 45 | $15,711.85 | $15,844.5 | $132.65 | 0.84% |
| KWM Kolinsky Wealth Management LLC Kolinsky Wealth Management LLC | 2,045 | $395,665.8 | $729,942.3 | $334,276.5 | 84.48% |
Candace Cavalier Congress Wealth Management LLC / DE / | 1,578 | $306,606.56 | $554,114.7 | $247,508.14 | 80.72% |
| RS Radon Stancil POM Investment Strategies LLC | 4 | $1,566 | $1,425.56 | -$140.44 | -8.97% |
Penny A. Phillips Journey Strategic Wealth LLC | 1,033 | $258,348.16 | $367,778.99 | $109,430.83 | 42.36% |
Ana-Maria Ignat Covestor Ltd | 182 | $37,146.83 | $64,624.56 | $27,477.73 | 73.97% |