| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CD Charlie Durham Sterling Capital Management LLC | 340 | $16,503.61 | $27,985.4 | $11,481.79 | 69.57% |
| JM John Malone Amundi | 78,862 | $4.74M | $6.54M | $1.79M | 37.83% |
| WN William Newman Sky Investment Group LLC | 6,008.56 | $333,955.76 | $500,272.71 | $166,316.95 | 49.8% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 5,086 | $386,676.67 | $423,460.36 | $36,783.69 | 9.51% |
Daniel Russell Naviter Wealth LLC | 57,285 | $3.61M | $4.77M | $1.16M | 32.05% |
| RR rosemary richard WCG Wealth Advisors LLC | 33,876 | $2.51M | $2.82M | $309,095.91 | 12.31% |
| YA Yinka Akinsola Blue Trust Inc. | 9,913 | $478,743.73 | $819,904.23 | $341,160.5 | 71.26% |
Jeff Ameen Spire Wealth Management | 991 | $58,402.71 | $82,153.9 | $23,751.19 | 40.67% |
Michelle Dubey Yousif Capital Management LLC | 7,062 | $404,820.66 | $585,439.8 | $180,619.14 | 44.62% |
Kyle P. Smith NewEdge Wealth LLC | 137,477 | $8.48M | $11.36M | $2.88M | 34% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 4,271 | $323,377.68 | $353,339.83 | $29,962.15 | 9.27% |
| TCL Therese C.D. Linden Bank of New Hampshire | 3,000 | $206,670 | $249,780 | $43,110 | 20.86% |
Joseph Castro Nuveen LLC | 184,501 | $15.37M | $15.29M | -$77,471.1 | -0.5% |
Richard Slavik Newbridge Financial Services Group Inc. | 140 | $6,863.88 | $11,566.8 | $4,702.92 | 68.52% |
Christina Forster Pazienza Guardian Partners Inc. | 67,025 | $3.74M | $5.58M | $1.84M | 49.2% |
Troy Winegarner Strong Tower Advisory Services | 55,141 | $2.93M | $4.57M | $1.64M | 55.93% |
Brian Baylis Bell Investment Advisors Inc. | 1,182 | $59,900.1 | $97,987.8 | $38,087.7 | 63.59% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 2,650 | $220,837 | $218,784 | -$2,053 | -0.93% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 29,570 | $1.89M | $2.45M | $557,715.26 | 29.45% |
Thomas Herbert VPR Management LLC | 20,000 | $1.02M | $1.65M | $629,920 | 61.89% |