| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christian McGill CFC Planning Co. LLC | 112,251 | $7.52M | $12.27M | $4.74M | 63.06% |
Daniel Russell Naviter Wealth LLC | 48,058 | $2.93M | $5.46M | $2.54M | 86.67% |
| RR rosemary richard WCG Wealth Advisors LLC | 83,786 | $5.95M | $9.52M | $3.58M | 60.14% |
| YA Yinka Akinsola Blue Trust Inc. | 41,639 | $2.67M | $4.57M | $1.9M | 71.08% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 155,802 | $9.74M | $17.71M | $7.97M | 81.87% |
Richard Zito Flynn Zito Capital Management LLC | 17,086 | $695,797.27 | $1.97M | $1.27M | 182.57% |
Jeff Ameen Spire Wealth Management | 44,271 | $2.66M | $4.86M | $2.2M | 82.66% |
Drew Waldron Canvas Wealth Advisors LLC | 6,923 | $412,575.41 | $796,629.61 | $384,054.2 | 93.09% |
Michelle Dubey Yousif Capital Management LLC | 445,349 | $27.89M | $48.92M | $21.04M | 75.44% |
Daren Blonski Fermata Advisors LLC | 4,733 | $296,373 | $544,626.31 | $248,253.31 | 83.76% |
| AL Acas LLC Acas LLC | 4,344 | $241,494.75 | $474,451.68 | $232,956.93 | 96.46% |
Cole Holmlund Alaethes Wealth LLC | 5,120 | $269,569.84 | $560,998.4 | $291,428.56 | 108.11% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 176,540 | $9.32M | $20.31M | $11M | 118.03% |
Keith Dubauskas One Plus One Wealth Management LLC | 2,706 | $317,846.76 | $295,414.02 | -$22,432.74 | -7.06% |
Jason Kaplan Howard Capital Management Group LLC | 7,574 | $403,893.63 | $860,709.36 | $456,815.73 | 113.1% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 27,276 | $1.5M | $2.99M | $1.49M | 98.97% |
Donna Rittershausen Koss-Olinger Consulting LLC | 4,000 | $252,500.29 | $460,280 | $207,779.71 | 82.29% |
Jennifer Easley Gitterman Wealth Management LLC | 3,223 | $223,611.74 | $366,261.72 | $142,649.98 | 63.79% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 51,762 | $3.11M | $5.64M | $2.53M | 81.16% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 235 | $16,474.1 | $27,041.45 | $10,567.35 | 64.15% |