| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 25,351 | $3.14M | $3.16M | $18,600.42 | 0.59% |
| DW Drew Waldron Canvas Wealth Advisors LLC | 1,821 | $262,472.07 | $233,761.77 | -$28,710.3 | -10.94% |
| MD Michelle Dubey Yousif Capital Management LLC | 76,676 | $8.23M | $9.89M | $1.66M | 20.15% |
Jason Kaplan Howard Capital Management Group LLC | 287,124 | $26.85M | $37.03M | $10.18M | 37.9% |
| MP Michael Puryear Westwood Wealth Management | 3,575 | $432,435.88 | $462,033 | $29,597.12 | 6.84% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 15,718 | $1.66M | $2.03M | $368,948.26 | 22.24% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 100 | $8,298.85 | $12,903 | $4,604.15 | 55.48% |
Kyle P. Smith NewEdge Wealth LLC | 537,227 | $63M | $69.32M | $6.32M | 10.04% |
Jessica Clark Caerus Investment Advisors LLC | 1,771 | $203,647.29 | $228,512.13 | $24,864.84 | 12.21% |
Matt Hunter Heartland Bank & Trust Co. | 3,691 | $513,919.99 | $476,249.73 | -$37,670.26 | -7.33% |
| DM Dipen Mehta Invst LLC | 2,710 | $395,101.2 | $350,972.1 | -$44,129.1 | -11.17% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 18,233 | $2.72M | $2.36M | -$357,313.8 | -13.14% |
Kasey Fegan Corsicana & Co. | 22 | $2,529.78 | $2,849.22 | $319.44 | 12.63% |
| YL Yosef Levy Y.D. More Investments Ltd. | 1,928 | $241,138.53 | $249,695.28 | $8,556.75 | 3.55% |
| TCL Therese C.D. Linden Bank of New Hampshire | 635 | $72,477.45 | $80,362.42 | $7,884.97 | 10.88% |
Joseph Castro Nuveen LLC | 2.04M | $295.37M | $263.44M | -$31.93M | -10.81% |
| MPM Mark P. Mennitt CenterBook Partners LP | 70,355 | $8.23M | $9.11M | $884,469.19 | 10.75% |
| SC Suzanne Cross JTC Employer Solutions Trustee Ltd | 1,960 | $170,547.36 | $253,839.6 | $83,292.24 | 48.84% |
| TH Teodora Harrop Border to Coast Pensions Partnership Ltd | 195,000 | $26.86M | $25.25M | -$1.61M | -5.98% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 14,616 | $1.69M | $1.82M | $133,749.28 | 7.93% |