| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 9,330 | $2.58M | $3.43M | $852,782.54 | 33.12% |
Michelle Dubey Yousif Capital Management LLC | 55,526 | $9.67M | $20.4M | $10.73M | 110.95% |
Jennifer Easley Gitterman Wealth Management LLC | 1,138 | $279,606.6 | $418,112.58 | $138,505.98 | 49.54% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 54,099 | $10.6M | $19.88M | $9.27M | 87.43% |
Kyle P. Smith NewEdge Wealth LLC | 7,145 | $1.9M | $2.79M | $881,584.88 | 46.31% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 3,746 | $1.33M | $1.46M | $126,823.13 | 9.52% |
Matthew Carney Nfj Investment Group LLC | 18,263 | $5.81M | $7.01M | $1.2M | 20.68% |
Jessica Clark Caerus Investment Advisors LLC | 827 | $328,459.6 | $322,025.54 | -$6,434.06 | -1.96% |
| CAL CSM Advisors LLC CSM Advisors LLC | 5,395 | $2.14M | $2.1M | -$41,973.1 | -1.96% |
John Mezzasalma Mezzasalma Advisors LLC | 2,443 | $546,731.23 | $952,305.83 | $405,574.6 | 74.18% |
Ben Rothwell Keystone Financial Services | 3,724 | $682,017.21 | $1.41M | $730,868.39 | 107.16% |
Matt Hunter Heartland Bank & Trust Co. | 675 | $214,744.5 | $259,490.25 | $44,745.75 | 20.84% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 2,450 | $671,579.84 | $929,530 | $257,950.16 | 38.41% |
Joseph Castro Nuveen LLC | 3.06M | $848.35M | $1.17B | $325.56M | 38.38% |
Beatriz Gutierrez Junco CV Advisors LLC | 4,817 | $1.91M | $1.77M | -$143,353.97 | -7.49% |
| MPM Mark P. Mennitt CenterBook Partners LP | 28,257 | $10.94M | $10.85M | -$89,282.31 | -0.82% |
| NN Natasha Newbold FIFTHDELTA Ltd | 84,400 | $33.52M | $32.45M | -$1.08M | -3.21% |
Spencer Rand Five Oceans Advisors | 780 | $211,755.85 | $286,579.8 | $74,823.95 | 35.34% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 536 | $212,883.13 | $196,931.76 | -$15,951.37 | -7.49% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 2,783 | $627,443.33 | $1.02M | $395,058.7 | 62.96% |