| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel Russell Naviter Wealth LLC | 7,878 | $2.3M | $3.43M | $1.13M | 49.3% |
| RR rosemary richard WCG Wealth Advisors LLC | 13,208 | $4.66M | $5.74M | $1.07M | 23.03% |
| YA Yinka Akinsola Blue Trust Inc. | 1,907 | $520,094.22 | $812,591.75 | $292,497.53 | 56.24% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 28,142 | $8.71M | $12.22M | $3.51M | 40.27% |
Jeff Ameen Spire Wealth Management | 4,384 | $1.39M | $1.9M | $513,937.98 | 37% |
Drew Waldron Canvas Wealth Advisors LLC | 655 | $230,800.66 | $285,265.6 | $54,464.94 | 23.6% |
Michelle Dubey Yousif Capital Management LLC | 51,233 | $11.61M | $22.24M | $10.63M | 91.57% |
Jason Kaplan Howard Capital Management Group LLC | 5,374 | $1.35M | $2.34M | $991,288.31 | 73.26% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 4,325 | $1.06M | $1.89M | $835,551.51 | 79.16% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 7,596 | $2.13M | $3.34M | $1.21M | 56.68% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 14 | $3,406.2 | $6,111.56 | $2,705.36 | 79.42% |
John Nowicki LCM Capital Management Inc. | 997 | $230,773.77 | $432,727.91 | $201,954.14 | 87.51% |
Kyle P. Smith NewEdge Wealth LLC | 110,074 | $32.18M | $48.42M | $16.23M | 50.44% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 1,043 | $377,691.16 | $455,008.75 | $77,317.59 | 20.47% |
Derek Batts Union Heritage Capital LLC | 8,400 | $2.09M | $3.7M | $1.61M | 76.92% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 1,233 | $357,247.98 | $538,253.82 | $181,005.84 | 50.67% |
| CAL CSM Advisors LLC CSM Advisors LLC | 984 | $265,383.36 | $427,921.92 | $162,538.56 | 61.25% |
Erica Nortman Capitol Family Office Inc. | 1,160 | $260,965.2 | $508,607.8 | $247,642.6 | 94.89% |
Carrie Delgott Wescott Financial Advisory Group LLC | 715 | $235,351.81 | $313,152.12 | $77,800.31 | 33.06% |
Shad Lamm Keystone Wealth Services LLC | 2,119 | $495,293.49 | $922,358.32 | $427,064.83 | 86.22% |