| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michelle Dubey Yousif Capital Management LLC | 791,565 | $34.64M | $49.04M | $14.4M | 41.58% |
Daren Blonski Fermata Advisors LLC | 10,602 | $483,184.2 | $656,793.9 | $173,609.7 | 35.93% |
Cole Holmlund Alaethes Wealth LLC | 30,104 | $1.47M | $1.86M | $397,372.8 | 27.08% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 30,881 | $1.13M | $1.91M | $778,804.82 | 68.66% |
Jason Kaplan Howard Capital Management Group LLC | 15,746 | $616,752.96 | $975,464.7 | $358,711.74 | 58.16% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 12,120 | $498,474.97 | $766,590 | $268,115.03 | 53.79% |
Donna Rittershausen Koss-Olinger Consulting LLC | 7,294 | $315,504.91 | $451,863.3 | $136,358.39 | 43.22% |
Kyle P. Smith NewEdge Wealth LLC | 196,008 | $9.24M | $12.14M | $2.9M | 31.43% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 13,251 | $569,907.82 | $820,899.45 | $250,991.63 | 44.04% |
Matthew Carney Nfj Investment Group LLC | 365,198 | $13.85M | $22.62M | $8.78M | 63.37% |
Carrie Delgott Wescott Financial Advisory Group LLC | 18,181 | $637,450.05 | $1.13M | $488,862.9 | 76.69% |
John Mezzasalma Mezzasalma Advisors LLC | 12,329 | $501,004.51 | $763,781.55 | $262,777.04 | 52.45% |
Dipen Mehta Invst LLC | 22,005 | $1.09M | $1.36M | $276,786.07 | 25.48% |
Matthew Fong Seldon Capita LLP | 5,502 | $208,635.84 | $340,848.9 | $132,213.06 | 63.37% |
Shawn M. McHugh WealthTrust Asset Management LLC | 22,656 | $1.07M | $1.4M | $331,457.28 | 30.92% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 3,584 | $169,594.88 | $222,028.8 | $52,433.92 | 30.92% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 139,558 | $6.34M | $8.83M | $2.48M | 39.12% |
Kasey Fegan Corsicana & Co. | 2,271 | $95,123.93 | $140,688.45 | $45,564.52 | 47.9% |
| YL Yosef Levy Y.D. More Investments Ltd. | 22,295 | $716,352.01 | $1.41M | $693,806.74 | 96.85% |
| TCL Therese C.D. Linden Bank of New Hampshire | 53,625 | $2.22M | $3.32M | $1.1M | 49.79% |