| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AB Anthony Bruccoleri Equitable Holdings Inc. | 7,581 | $1.24M | $1.42M | $185,300.94 | 14.98% |
Bridgewater Associates LP Bridgewater Associates LP | 196,829 | $28.77M | $36.38M | $7.61M | 26.46% |
Washburn Capital Management Washburn Capital Management Inc. | 2,175 | $235,791.75 | $402,309.75 | $166,518 | 70.62% |
Blue Zone Wealth Advisors Blue Zone Wealth Advisors LLC | 1,794 | $302,396.64 | $317,555.94 | $15,159.3 | 5.01% |
| YA Yinka Akinsola Blue Trust Inc. | 3,641 | $374,852.72 | $676,607.03 | $301,754.31 | 80.5% |
Jeff Ameen Spire Wealth Management | 996 | $118,563.73 | $186,809.76 | $68,246.03 | 57.56% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 3,647 | $206,604.55 | $645,555.45 | $438,950.9 | 212.46% |
Kyle P. Smith NewEdge Wealth LLC | 1,931 | $240,251.7 | $359,011.52 | $118,759.82 | 49.43% |
Matthew Carney Nfj Investment Group LLC | 8,891 | $884,230.85 | $1.57M | $689,565.01 | 77.98% |
| CAL CSM Advisors LLC CSM Advisors LLC | 30,000 | $6.09M | $5.31M | -$779,100.17 | -12.79% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 27,523 | $3.39M | $4.87M | $1.48M | 43.51% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 2,865 | $375,146.03 | $533,319.75 | $158,173.72 | 42.16% |
| TCL Therese C.D. Linden Bank of New Hampshire | 202 | $41,001.96 | $35,756.02 | -$5,245.94 | -12.79% |
Joseph Castro Nuveen LLC | 1.73M | $238.75M | $324.55M | $85.8M | 35.94% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 1,680 | $101,556 | $297,376.79 | $195,820.79 | 192.82% |
Spencer Rand Five Oceans Advisors | 2,440 | $264,520.4 | $431,904.39 | $167,383.99 | 63.28% |
Katie Smith Delos Wealth Advisors LLC | 40,088 | $2.47M | $7.1M | $4.63M | 187.58% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 200 | $8,446 | $35,402 | $26,956 | 319.16% |
Adam J. Peck Riverwater Partners LLC | 3,852 | $253,643.09 | $681,842.5 | $428,199.41 | 168.82% |
Kimberly Cappellano Private Wealth Asset Management LLC | 16 | $1,735 | $2,951.52 | $1,216.52 | 70.12% |