| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CP C Pace Texas Yale Capital Corp. | 20,200 | $630,519.06 | $1.25M | $622,284.94 | 98.69% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 89,132 | $3.77M | $5.71M | $1.94M | 51.37% |
Point72 Asset Management LP Point72 Asset Management LP | 10,856 | $712,262 | $695,761.04 | -$16,500.96 | -2.32% |
Winthrop Advisory Group Winthrop Advisory Group LLC | 3,052 | $200,241.72 | $191,390.92 | -$8,850.8 | -4.42% |
Vectors Research Management Vectors Research Management LLC | 8,970 | $418,629.93 | $567,531.9 | $148,901.97 | 35.57% |
| YA Yinka Akinsola Blue Trust Inc. | 69,134 | $2.67M | $4.42M | $1.75M | 65.75% |
Jeff Ameen Spire Wealth Management | 8,196 | $343,849.23 | $525,281.64 | $181,432.41 | 52.77% |
| KB Kristina Bentzen Paradigm, Strategies in Wealth Management LLC | 15,212 | $558,449.68 | $943,448.24 | $384,998.56 | 68.94% |
Kyle P. Smith NewEdge Wealth LLC | 22,759 | $1.04M | $1.45M | $406,094.12 | 39.01% |
Shad Lamm Keystone Wealth Services LLC | 3,477 | $228,125.97 | $217,451.58 | -$10,674.39 | -4.68% |
| YL Yosef Levy Y.D. More Investments Ltd. | 5,500 | $267,482.98 | $341,440 | $73,957.02 | 27.65% |
Joseph Castro Nuveen LLC | 9,618 | $631,037 | $614,974.92 | -$16,062.08 | -2.55% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 6,079 | $303,643.5 | $380,910.14 | $77,266.64 | 25.45% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 25,976 | $1.38M | $1.62M | $231,584.59 | 16.74% |
Richard Slavik Newbridge Financial Services Group Inc. | 500 | $32,580 | $31,970 | -$610 | -1.87% |
| KRB Kyle R. Bubeck Systelligence LLC | 32,380 | $1.61M | $2.06M | $447,058.59 | 27.77% |
Kimberly Cappellano Private Wealth Asset Management LLC | 935 | $41,048.96 | $59,428.6 | $18,379.64 | 44.77% |
Eddie Wilcox Rollins Financial Advisors LLC | 15,399 | $793,632.43 | $975,218.67 | $181,586.24 | 22.88% |
Robert Tutela Essex LLC | 29,548 | $843,436.35 | $1.85M | $1.01M | 119.52% |
Brian Baylis Bell Investment Advisors Inc. | 197 | $9,193.99 | $12,625.73 | $3,431.74 | 37.33% |