| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 771 | $130,406.94 | $164,269.26 | $33,862.32 | 25.97% |
Michelle Dubey Yousif Capital Management LLC | 77,683 | $8.69M | $16.55M | $7.86M | 90.5% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 2,909 | $531,836.41 | $618,511.58 | $86,675.17 | 16.3% |
Kyle P. Smith NewEdge Wealth LLC | 20,080 | $3.57M | $4.3M | $726,747.44 | 20.34% |
Matt Hunter Heartland Bank & Trust Co. | 1,661 | $198,982.17 | $342,797.18 | $143,815.01 | 72.28% |
Dipen Mehta Invst LLC | 3,478 | $588,287.72 | $725,615.14 | $137,327.42 | 23.34% |
| TCL Therese C.D. Linden Bank of New Hampshire | 7,683 | $1.4M | $1.6M | $198,040.87 | 14.1% |
Joseph Castro Nuveen LLC | 2.48M | $458.4M | $531.4M | $73M | 15.92% |
| MJB Michael John Blaszczyk SRN Advisors LLC | 8,096 | $1M | $1.73M | $728,205.54 | 72.51% |
William Jeffrey Draper Strategic Planning Group LLC | 80,899 | $13.69M | $17.24M | $3.55M | 25.93% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 2,648 | $520,002.26 | $552,452.24 | $32,449.98 | 6.24% |
| HFR Herbert F. Reilly III HFR Wealth Management LLC | 96,378 | $9.23M | $20.47M | $11.24M | 121.78% |
Richard Slavik Newbridge Financial Services Group Inc. | 75 | $15,917.61 | $16,060.87 | $143.26 | 0.9% |
Kurt Van Dyken Lifeworks Advisors LLC | 1,189 | $202,225.12 | $248,061.07 | $45,835.95 | 22.67% |
Kimberly Cappellano Private Wealth Asset Management LLC | 252 | $50,375.21 | $53,471.88 | $3,096.67 | 6.15% |
Sima Elimelech Activest Wealth Management | 18 | $3,044.52 | $3,841.38 | $796.86 | 26.17% |
Jodi Greenlund Financial Council LLC | 1,312 | $225,349.12 | $281,214.08 | $55,864.96 | 24.79% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 5,076 | $932,945.74 | $1.06M | $126,060.14 | 13.51% |
Brian Baylis Bell Investment Advisors Inc. | 93 | $17,022.77 | $19,814.58 | $2,791.81 | 16.4% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 2,511 | $453,682.75 | $532,909.53 | $79,226.78 | 17.46% |