| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 887 | $5,664.29 | $7,659.24 | $1,994.95 | 35.22% |
| BG Bart Gancher Intech Investment Management LLC | 145,367 | $961,741.2 | $1.25M | $290,624.58 | 30.22% |
| DW Drew Waldron Canvas Wealth Advisors LLC | 17,150 | $109,219.76 | $148,519 | $39,299.24 | 35.98% |
| MD Michelle Dubey Yousif Capital Management LLC | 32,209 | $364,927.97 | $278,607.85 | -$86,320.12 | -23.65% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 32,133 | $236,302.87 | $277,789.78 | $41,486.91 | 17.56% |
| CAL CSM Advisors LLC CSM Advisors LLC | 809,855 | $5.02M | $7M | $1.97M | 39.28% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 26,475 | $168,116.25 | $228,884.32 | $60,768.07 | 36.15% |
Joseph Castro Nuveen LLC | 1.15M | $6.73M | $9.96M | $3.23M | 48.06% |
Bobby Adusumilli SJS Investment Consulting Inc. | 116 | $789.96 | $1,002.82 | $212.86 | 26.95% |
| HM Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 19,170 | $130,906.59 | $165,724.65 | $34,818.06 | 26.6% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 15,856 | $98,478.2 | $137,154.4 | $38,676.2 | 39.27% |
Ana-Maria Ignat Covestor Ltd | 91 | $648.83 | $794.43 | $145.6 | 22.44% |
| WTM W. Travis McKinney HB Wealth Management LLC | 12,406 | $88,454.78 | $108,366.41 | $19,911.63 | 22.51% |
Mariana Coli Dunhill Financial LLC | 2 | $13.62 | $17.57 | $3.95 | 29% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 12,134 | $73,020.12 | $106,718.53 | $33,698.41 | 46.15% |
Kun Gao Sherbrooke Park Advisers LLC | 25,454 | $158,337.79 | $222,977.04 | $64,639.25 | 40.82% |
Kevin Kroskey True Wealth Design LLC | 584 | $3,772.9 | $5,051.6 | $1,278.7 | 33.89% |
Leigha Shepard Midwest Financial Group LLC | 14,427 | $95,631.85 | $126,596.92 | $30,965.07 | 32.38% |
| OIS OneAscent Investment Solutions LLC OneAscent Investment Solutions LLC | 12,157 | $86,679.41 | $106,556.1 | $19,876.69 | 22.93% |
Alexandra Stickelman Root Financial Partners, LLC | 256 | $1,825 | $2,248.96 | $423.96 | 23.23% |