| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DG Dana Glandien Siemens Fonds Invest GmbH | 5,020 | $5.03M | $5.89M | $861,240.15 | 17.12% |
Jeff Ameen Spire Wealth Management | 1,414 | $1.44M | $1.54M | $99,946.45 | 6.93% |
Drew Waldron Canvas Wealth Advisors LLC | 229 | $240,744.73 | $249,699.31 | $8,954.58 | 3.72% |
Michelle Dubey Yousif Capital Management LLC | 15,956 | $16.32M | $17.4M | $1.08M | 6.63% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 4,300 | $4.42M | $4.69M | $273,375.82 | 6.19% |
Kyle P. Smith NewEdge Wealth LLC | 7,135 | $7.47M | $8.11M | $634,427.2 | 8.49% |
Mack, Connie Clarity Financial LLC | 19,606 | $21.48M | $21.38M | -$104,216.21 | -0.49% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 4,879 | $4.71M | $5.73M | $1.01M | 21.5% |
Carrie Delgott Wescott Financial Advisory Group LLC | 211 | $225,841.74 | $230,072.29 | $4,230.55 | 1.87% |
Matt Hunter Heartland Bank & Trust Co. | 1,846 | $1.86M | $2.14M | $281,362.41 | 15.11% |
Dipen Mehta Invst LLC | 1,185 | $1.22M | $1.39M | $176,109.8 | 14.49% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 3,381 | $3.4M | $3.81M | $406,592.23 | 11.95% |
| YL Yosef Levy Y.D. More Investments Ltd. | 97 | $103,054.37 | $109,719.61 | $6,665.24 | 6.47% |
| TCL Therese C.D. Linden Bank of New Hampshire | 344 | $325,589.12 | $375,094.16 | $49,505.04 | 15.2% |
Joseph Castro Nuveen LLC | 762,694 | $756.63M | $862.91M | $106.28M | 14.05% |
| MJB Michael John Blaszczyk SRN Advisors LLC | 681 | $698,099.66 | $742,555.6 | $44,455.94 | 6.37% |
James D. King Lindenwold Advisors Inc. | 1,841 | $1.89M | $2.01M | $120,180.5 | 6.37% |
Spencer Rand Five Oceans Advisors | 270 | $276,876.26 | $294,405.3 | $17,529.04 | 6.33% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 1,935 | $1.96M | $2.11M | $148,004.87 | 7.54% |
Katie Smith Delos Wealth Advisors LLC | 19 | $18,269.64 | $22,305.05 | $4,035.41 | 22.09% |