| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RR rosemary richard WCG Wealth Advisors LLC | 12,808 | $7.34M | $9.59M | $2.26M | 30.74% |
| YA Yinka Akinsola Blue Trust Inc. | 23,555 | $6.9M | $17.64M | $10.75M | 155.8% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 14,972 | $4.94M | $11.21M | $6.28M | 127.17% |
Richard Zito Flynn Zito Capital Management LLC | 305 | $216,080.3 | $228,438.89 | $12,358.59 | 5.72% |
Jeff Ameen Spire Wealth Management | 21,827 | $9.8M | $16.06M | $6.26M | 63.91% |
Drew Waldron Canvas Wealth Advisors LLC | 790 | $306,537.45 | $591,694.18 | $285,156.73 | 93.03% |
Michelle Dubey Yousif Capital Management LLC | 62,531 | $12.9M | $46M | $33.1M | 256.61% |
Daren Blonski Fermata Advisors LLC | 629 | $300,624.08 | $471,108.41 | $170,484.33 | 56.71% |
| AL Acas LLC Acas LLC | 1,389 | $321,296.79 | $1.01M | $692,784.33 | 215.62% |
Cole Holmlund Alaethes Wealth LLC | 5,390 | $1.06M | $3.97M | $2.91M | 274.27% |
Jason Kaplan Howard Capital Management Group LLC | 250 | $266,225.01 | $187,245 | -$78,980.01 | -29.67% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 1,653 | $337,613.87 | $1.22M | $884,779.63 | 262.07% |
Donna Rittershausen Koss-Olinger Consulting LLC | 870 | $286,925.99 | $651,612.58 | $364,686.59 | 127.1% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 3,585 | $2.1M | $2.61M | $505,805.67 | 24.08% |
John Nowicki LCM Capital Management Inc. | 465 | $301,434.74 | $348,275.7 | $46,840.96 | 15.54% |
Kyle P. Smith NewEdge Wealth LLC | 6,274 | $3.36M | $4.57M | $1.21M | 35.86% |
John Ledford FWG Holdings LLC | 2,742 | $1.09M | $2.05M | $962,705.43 | 88.24% |
Jonathan Guyton Cornerstone Wealth Advisors Inc. | 196 | $208,720.4 | $142,725.24 | -$65,995.16 | -31.62% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 621 | $249,808.43 | $465,116.57 | $215,308.14 | 86.19% |
Jessica Clark Caerus Investment Advisors LLC | 648 | $405,933.04 | $485,339.03 | $79,405.99 | 19.56% |