| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jonathan J. Marshall Spectrum Investment Advisors Inc. | 581 | $420,063 | $253,577.45 | -$166,485.55 | -39.63% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 30,208 | $4.46M | $15.34M | $10.88M | 244.13% |
Jeff Ameen Spire Wealth Management | 39,393 | $11.29M | $20M | $8.7M | 77.07% |
Drew Waldron Canvas Wealth Advisors LLC | 817 | $149,506.78 | $414,766.4 | $265,259.62 | 177.42% |
Michelle Dubey Yousif Capital Management LLC | 86,193 | $13.57M | $43.76M | $30.19M | 222.56% |
Daren Blonski Fermata Advisors LLC | 334 | $241,482 | $169,561.78 | -$71,920.22 | -29.78% |
Cole Holmlund Alaethes Wealth LLC | 14,367 | $1.9M | $7.29M | $5.39M | 283.02% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 6,438 | $1.03M | $3.27M | $2.23M | 215.79% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 5,621 | $1.07M | $3.1M | $2.03M | 189.34% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 50,817 | $8.26M | $25.8M | $17.54M | 212.24% |
Kyle P. Smith NewEdge Wealth LLC | 123,853 | $24.3M | $66.79M | $42.5M | 174.93% |
John Ledford FWG Holdings LLC | 2,811 | $647,238.57 | $1.43M | $779,821.83 | 120.48% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 1,875 | $523,662.65 | $951,881.27 | $428,218.62 | 81.77% |
Carrie Delgott Wescott Financial Advisory Group LLC | 958 | $246,959.62 | $486,347.87 | $239,388.25 | 96.93% |
John Mezzasalma Mezzasalma Advisors LLC | 2,064 | $258,309.8 | $1.11M | $854,805.38 | 330.92% |
Ben Rothwell Keystone Financial Services | 3,957 | $731,169.03 | $2.11M | $1.38M | 189.12% |
Matt Hunter Heartland Bank & Trust Co. | 3,057 | $701,072.87 | $1.55M | $850,874.35 | 121.37% |
Shad Lamm Keystone Wealth Services LLC | 641 | $463,443 | $353,864.05 | -$109,578.95 | -23.64% |
Dipen Mehta Invst LLC | 927 | $316,839.33 | $470,610.1 | $153,770.77 | 48.53% |
Matthew Fong Seldon Capita LLP | 1,125 | $205,953.75 | $571,128.76 | $365,175.01 | 177.31% |