| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffery Yorg Focus Partners Advisor Solutions LLC | 7,839 | $467,730.77 | $494,876.07 | $27,145.3 | 5.8% |
Joseph Castro Nuveen LLC | 390,816 | $21.19M | $24.14M | $2.96M | 13.96% |
Richard Slavik Newbridge Financial Services Group Inc. | 350 | $21,927.5 | $22,053.5 | $126 | 0.57% |
Adam J. Peck Riverwater Partners LLC | 6,288 | $295,313.16 | $403,186.56 | $107,873.4 | 36.53% |
Sima Elimelech Activest Wealth Management | 6 | $345.72 | $378.06 | $32.34 | 9.35% |
Robert Tutela Essex LLC | 5,415 | $313,587.39 | $345,639.45 | $32,052.06 | 10.22% |
Brian Baylis Bell Investment Advisors Inc. | 130 | $4,356.57 | $8,191.3 | $3,834.73 | 88.02% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 13,709 | $897,078.83 | $863,804.09 | -$33,274.74 | -3.71% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 2 | $138.38 | $126.02 | -$12.36 | -8.93% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 7,198 | $450,954.7 | $451,062.67 | $107.97 | 0.02% |
Bobby Adusumilli SJS Investment Consulting Inc. | 333 | $19,224.51 | $20,982.33 | $1,757.82 | 9.14% |
Kea Molnar Cromwell Holdings LLC | 491 | $22,007.04 | $31,104.85 | $9,097.81 | 41.34% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 8,081 | $400,458.74 | $509,345.43 | $108,886.69 | 27.19% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 110 | $7,201.7 | $6,795.8 | -$405.9 | -5.64% |
Thomas Pappas Cottonwood Capital Advisors LLC | 7,989 | $394,245.85 | $504,345.57 | $110,099.72 | 27.93% |
Dominic Corabi Wedmont Private Capital | 15,468 | $780,781.45 | $975,412.08 | $194,630.63 | 24.93% |
| JB Joel Blattner Avaii Wealth Management LLC | 7,611 | $269,770.91 | $486,761.5 | $216,990.59 | 80.44% |
Shaun Peterson Peterson Wealth Services | 1,855 | $106,554 | $117,755.4 | $11,201.4 | 10.51% |
Clint Dunn Beaird Harris Wealth Management LLC | 3 | $155.82 | $187.08 | $31.26 | 20.06% |
Lindsey Seagraves Carson Advisory Inc. | 6,590 | $402,210.32 | $422,550.8 | $20,340.48 | 5.06% |