| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RR rosemary richard WCG Wealth Advisors LLC | 19,864 | $712,993.4 | $994,391.84 | $281,398.44 | 39.47% |
| YA Yinka Akinsola Blue Trust Inc. | 13,798 | $418,889.14 | $668,375.12 | $249,485.98 | 59.56% |
Jeff Ameen Spire Wealth Management | 5,529 | $208,008.37 | $267,824.76 | $59,816.39 | 28.76% |
Michelle Dubey Yousif Capital Management LLC | 5,681 | $182,041.15 | $275,187.64 | $93,146.49 | 51.17% |
Kyle P. Smith NewEdge Wealth LLC | 41,111 | $1.39M | $2M | $606,662.09 | 43.56% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 51,047 | $1.79M | $2.48M | $692,429.66 | 38.66% |
Kasey Fegan Corsicana & Co. | 10,296 | $272,020.32 | $512,020.08 | $239,999.76 | 88.23% |
| TCL Therese C.D. Linden Bank of New Hampshire | 785 | $29,578.8 | $39,234.3 | $9,655.5 | 32.64% |
Joseph Castro Nuveen LLC | 160,801 | $5.94M | $7.79M | $1.85M | 31.1% |
| MPM Mark P. Mennitt CenterBook Partners LP | 6,089 | $286,183 | $304,815.34 | $18,632.34 | 6.51% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 5,014 | $220,580 | $249,872.69 | $29,292.69 | 13.28% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 11,420 | $352,869.21 | $571,685.2 | $218,815.99 | 62.01% |
Richard Slavik Newbridge Financial Services Group Inc. | 4,627 | $153,690.14 | $224,131.88 | $70,441.74 | 45.83% |
Kimberly Cappellano Private Wealth Asset Management LLC | 1,709 | $65,012.58 | $83,330.84 | $18,318.26 | 28.18% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 4,658 | $204,905.42 | $233,878.18 | $28,972.76 | 14.14% |
Brian Baylis Bell Investment Advisors Inc. | 272 | $9,922.99 | $13,175.68 | $3,252.69 | 32.78% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 32,131 | $1.24M | $1.56M | $314,505.74 | 25.32% |
Larry Herold Herold Advisors Inc. | 24,012 | $786,086.75 | $1.19M | $406,229.11 | 51.68% |
| JB John Brim Smith Group Asset Management LLC | 66,320 | $2.33M | $3.27M | $942,250.73 | 40.46% |
Janet Messer FRG Family Wealth Advisors LLC | 5,127 | $142,121.3 | $252,812.37 | $110,691.07 | 77.88% |