| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Cole Holmlund Alaethes Wealth LLC | 4,803 | $1.77M | $1.71M | -$65,805.67 | -3.71% |
Jason Kaplan Howard Capital Management Group LLC | 8,126 | $1.17M | $2.89M | $1.72M | 146.97% |
| RC Rajesh Chelapurath Ceera Investments LLC | 21,278 | $3.18M | $7.56M | $4.38M | 137.63% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 1,579 | $272,045.39 | $561,097.67 | $289,052.28 | 106.25% |
| DR Donna Rittershausen Koss-Olinger Consulting LLC | 1,365 | $369,069.45 | $485,052.76 | $115,983.31 | 31.43% |
Jennifer Easley Gitterman Wealth Management LLC | 1,161 | $171,851.96 | $412,561.36 | $240,709.4 | 140.07% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 15,600 | $2.73M | $5.54M | $2.82M | 103.25% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 38,041 | $6.98M | $13.52M | $6.54M | 93.76% |
Kyle P. Smith NewEdge Wealth LLC | 23,497 | $7.83M | $8.35M | $522,333.16 | 6.67% |
John Ledford FWG Holdings LLC | 880 | $203,696.09 | $312,708.01 | $109,011.92 | 53.52% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 1,106 | $323,195.65 | $393,017.11 | $69,821.46 | 21.6% |
| DB Derek Batts Union Heritage Capital LLC | 9,968 | $1.58M | $3.54M | $1.96M | 124.24% |
Jessica Clark Caerus Investment Advisors LLC | 1,072 | $185,378.56 | $380,935.21 | $195,556.65 | 105.49% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 738 | $110,493.66 | $262,248.31 | $151,754.65 | 137.34% |
| CAL CSM Advisors LLC CSM Advisors LLC | 1,500 | $445,094.6 | $533,025.01 | $87,930.41 | 19.76% |
Matt Hunter Heartland Bank & Trust Co. | 3,341 | $1.11M | $1.19M | $77,347.86 | 6.97% |
| SL Shad Lamm Keystone Wealth Services LLC | 1,868 | $508,785.34 | $663,793.82 | $155,008.48 | 30.47% |
| DM Dipen Mehta Invst LLC | 3,830 | $658,254.03 | $1.36M | $702,736.51 | 106.76% |
| JHH James H. Hanna, III North Reef Capital Management LP | 50,000 | $15.12M | $17.77M | $2.64M | 17.48% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 5,398 | $1.54M | $1.92M | $377,322.4 | 24.49% |