| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 10,764 | $687,258.44 | $942,388.2 | $255,129.76 | 37.12% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 26,669 | $2.18M | $2.46M | $280,898.56 | 12.9% |
Kyle P. Smith NewEdge Wealth LLC | 20,936 | $1.75M | $1.93M | $180,207.09 | 10.31% |
Jessica Clark Caerus Investment Advisors LLC | 2,463 | $254,797.35 | $222,630.57 | -$32,166.78 | -12.62% |
Carrie Delgott Wescott Financial Advisory Group LLC | 4,315 | $356,741.45 | $377,778.25 | $21,036.8 | 5.9% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 6,242 | $475,090.33 | $574,950.62 | $99,860.29 | 21.02% |
Kasey Fegan Corsicana & Co. | 4,700 | $377,179.5 | $424,833 | $47,653.5 | 12.63% |
| YL Yosef Levy Y.D. More Investments Ltd. | 2,805 | $192,247.54 | $253,543.95 | $61,296.41 | 31.88% |
Joseph Castro Nuveen LLC | 5.27M | $370.53M | $486.01M | $115.48M | 31.17% |
Beatriz Gutierrez Junco CV Advisors LLC | 14,856 | $1.54M | $1.34M | -$194,019.36 | -12.62% |
| HP Hannah Perry Crestmont Private Wealth LLC | 2,278 | $235,659.1 | $209,849.36 | -$25,809.74 | -10.95% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 5,081 | $384,559.65 | $459,271.59 | $74,711.94 | 19.43% |
Kevin B. Crawford JB Capital LLC | 11,814 | $1.06M | $1.03M | -$28,074.92 | -2.64% |
Richard Slavik Newbridge Financial Services Group Inc. | 50 | $5,172.5 | $4,604 | -$568.5 | -10.99% |
Kurt Van Dyken Lifeworks Advisors LLC | 4,512 | $324,051.84 | $407,839.68 | $83,787.84 | 25.86% |
| EJL Emery J. Levick US Asset Management LLC | 4,257 | $289,018.65 | $392,708.25 | $103,689.6 | 35.88% |
Kimberly Cappellano Private Wealth Asset Management LLC | 5,950 | $403,475.16 | $545,317.5 | $141,842.34 | 35.16% |
Sima Elimelech Activest Wealth Management | 998 | $95,211.1 | $92,085.46 | -$3,125.64 | -3.28% |
Christina Forster Pazienza Guardian Partners Inc. | 4,622 | $370,319.06 | $417,782.58 | $47,463.52 | 12.82% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 8,050 | $571,723.33 | $704,777.5 | $133,054.17 | 23.27% |