| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
SkyOak Wealth SkyOak Wealth LLC | 1,625 | $205,221.25 | $294,368.73 | $89,147.48 | 43.44% |
| YA Yinka Akinsola Blue Trust Inc. | 338 | $44,328.7 | $63,824.54 | $19,495.84 | 43.98% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 1,648 | $375,167.18 | $305,044.82 | -$70,122.36 | -18.69% |
Jeff Ameen Spire Wealth Management | 27,466 | $5.32M | $5.19M | -$133,716.66 | -2.51% |
Michelle Dubey Yousif Capital Management LLC | 33,106 | $808,088.35 | $6.25M | $5.44M | 673.6% |
Kyle P. Smith NewEdge Wealth LLC | 3,684 | $584,509.46 | $686,126.58 | $101,617.12 | 17.39% |
Joseph Castro Nuveen LLC | 453,447 | $75.52M | $83.93M | $8.41M | 11.14% |
| TH Teodora Harrop Border to Coast Pensions Partnership Ltd | 171,840 | $33.23M | $31.9M | -$1.32M | -3.99% |
Sima Elimelech Activest Wealth Management | 1 | $227.65 | $188.83 | -$38.82 | -17.05% |
Brian Baylis Bell Investment Advisors Inc. | 72 | $7,517.24 | $13,595.76 | $6,078.52 | 80.86% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 3,090 | $703,438.47 | $575,141.7 | -$128,296.77 | -18.24% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 489,273 | $92.09M | $92.39M | $298,335.92 | 0.32% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1 | $227.65 | $188.83 | -$38.82 | -17.05% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 3,746 | $350,541.96 | $695,295.06 | $344,753.1 | 98.35% |
Bobby Adusumilli SJS Investment Consulting Inc. | 22 | $2,133.07 | $4,154.26 | $2,021.19 | 94.75% |
Kea Molnar Cromwell Holdings LLC | 37 | $6,610.5 | $6,891.8 | $281.3 | 4.26% |
Dinan Hu R Squared Ltd | 2,039 | $396,687.45 | $377,418.92 | -$19,268.53 | -4.86% |
Ellen York T. Rowe Price Investment Management Inc. | 2.2M | $331.65M | $406.03M | $74.38M | 22.43% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 10,419 | $1.17M | $1.94M | $769,263.33 | 65.61% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 22 | $3,341.86 | $4,064.61 | $722.75 | 21.63% |