| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Red Spruce Capital Red Spruce Capital LLC | 675 | $381,521.9 | $488,700 | $107,178.1 | 28.09% |
Austin Private Wealth Austin Private Wealth LLC | 411 | $223,148.34 | $297,564 | $74,415.66 | 33.35% |
| YA Yinka Akinsola Blue Trust Inc. | 127 | $49,470.9 | $91,948 | $42,477.1 | 85.86% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 775 | $546,338.24 | $541,446.01 | -$4,892.23 | -0.9% |
Jeff Ameen Spire Wealth Management | 936 | $461,879.84 | $677,664 | $215,784.16 | 46.72% |
Michelle Dubey Yousif Capital Management LLC | 9,426 | $1.3M | $6.82M | $5.52M | 423.74% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 7,190 | $3.06M | $5.21M | $2.14M | 70.02% |
Kyle P. Smith NewEdge Wealth LLC | 301 | $228,085.76 | $207,997.03 | -$20,088.73 | -8.81% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 687 | $520,581.13 | $479,965.69 | -$40,615.44 | -7.8% |
Jessica Clark Caerus Investment Advisors LLC | 617 | $336,876.18 | $431,060.89 | $94,184.71 | 27.96% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 1,749 | $963,978.18 | $1.31M | $344,990.86 | 35.79% |
Joseph Castro Nuveen LLC | 129,788 | $47.53M | $91.63M | $44.1M | 92.79% |
James D. King Lindenwold Advisors Inc. | 2,074 | $304,455.17 | $1.5M | $1.2M | 393.2% |
Spencer Rand Five Oceans Advisors | 279 | $211,415.04 | $201,996 | -$9,419.04 | -4.46% |
Richard Slavik Newbridge Financial Services Group Inc. | 682 | $371,926.09 | $476,472.49 | $104,546.4 | 28.11% |
Sima Elimelech Activest Wealth Management | 36 | $19,616.4 | $26,064 | $6,447.6 | 32.87% |
Robert Tutela Essex LLC | 580 | $289,613.85 | $419,920 | $130,306.15 | 44.99% |
Brian Baylis Bell Investment Advisors Inc. | 5 | $1,397.89 | $3,457.6 | $2,059.71 | 147.34% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 344 | $260,747 | $249,056 | -$11,691 | -4.48% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 258,893 | $94.06M | $187.36M | $93.3M | 99.2% |