| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 600 | $81,294 | $128,976.01 | $47,682.01 | 58.65% |
| EL Erin Lavelle Flight Deck Capita LLP | 205,276 | $17.36M | $44.13M | $26.77M | 154.18% |
Kyle P. Smith NewEdge Wealth LLC | 3,685 | $318,929.89 | $814,237.6 | $495,307.71 | 155.3% |
John Mezzasalma Mezzasalma Advisors LLC | 80,420 | $4.24M | $17.75M | $13.51M | 318.24% |
Joseph Castro Nuveen LLC | 1.45M | $56.56M | $328.75M | $272.19M | 481.24% |
| MPM Mark P. Mennitt CenterBook Partners LP | 45,298 | $3.85M | $10.17M | $6.32M | 164.15% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 1,787 | $540,924.92 | $434,955.8 | -$105,969.12 | -19.59% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 2,719 | $234,426.79 | $621,835.3 | $387,408.51 | 165.26% |
| BO Brian Oliveira Clear Street Group Inc. | 667,984 | $71.33M | $151.14M | $79.81M | 111.89% |
| RWA Roberts Wealth Advisors LLC Roberts Wealth Advisors LLC | 4,899 | $414,308.43 | $1.1M | $685,888.9 | 165.55% |
| RT Robert Tutela Essex LLC | 4,755 | $402,158.19 | $1.08M | $673,731.88 | 167.53% |
Brian Baylis Bell Investment Advisors Inc. | 91 | $7,782.88 | $20,811.7 | $13,028.82 | 167.4% |
| JSD Jeffrey S. Dabbs Kercheville Advisors LLC | 31,855 | $2.74M | $7.21M | $4.47M | 163.46% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 454,532 | $31.39M | $107.13M | $75.74M | 241.25% |
Bobby Adusumilli SJS Investment Consulting Inc. | 13 | $1,372.57 | $3,063.97 | $1,691.4 | 123.23% |
| DH Dinan Hu R Squared Ltd | 4,841 | $420,634.29 | $1.11M | $686,502.41 | 163.21% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 2,767 | $374,901 | $594,794.35 | $219,893.35 | 58.65% |
Bradley W. Clark Paladin Advisory Group LLC | 318 | $6,337.74 | $74,478.78 | $68,141.04 | 1,075.16% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 5,130 | $1.15M | $1.23M | $79,308.42 | 6.92% |
Matthew B. Boersen Straight Path Wealth Management | 5,500 | $465,135 | $1.29M | $823,020 | 176.94% |