| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Richard Zito Flynn Zito Capital Management LLC | 4,407 | $211,917.5 | $281,122.53 | $69,205.03 | 32.66% |
Jeff Ameen Spire Wealth Management | 22,944 | $1.34M | $1.44M | $97,837.48 | 7.28% |
Michelle Dubey Yousif Capital Management LLC | 109,957 | $8.24M | $6.91M | -$1.32M | -16.08% |
Cole Holmlund Alaethes Wealth LLC | 26,441 | $1.62M | $1.66M | $41,822.51 | 2.58% |
Jason Kaplan Howard Capital Management Group LLC | 3,635 | $203,814.45 | $231,513.15 | $27,698.7 | 13.59% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 16,776 | $1.05M | $1.06M | $4,618.74 | 0.44% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 44 | $3,342.24 | $2,800.16 | -$542.08 | -16.22% |
Kyle P. Smith NewEdge Wealth LLC | 79,128 | $4.45M | $4.97M | $525,331.42 | 11.81% |
Dipen Mehta Invst LLC | 11,208 | $692,878.56 | $713,557.32 | $20,678.76 | 2.98% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 12,077 | $824,738.33 | $759,522.53 | -$65,215.8 | -7.91% |
Kasey Fegan Corsicana & Co. | 725 | $53,338.25 | $46,153.5 | -$7,184.75 | -13.47% |
| YL Yosef Levy Y.D. More Investments Ltd. | 1,691 | $89,082.33 | $107,547.6 | $18,465.27 | 20.73% |
| TCL Therese C.D. Linden Bank of New Hampshire | 50 | $2,350 | $3,179.5 | $829.5 | 35.3% |
Joseph Castro Nuveen LLC | 1.94M | $109.49M | $121.83M | $12.34M | 11.27% |
Richard Slavik Newbridge Financial Services Group Inc. | 3,308 | $197,178.09 | $207,940.88 | $10,762.79 | 5.46% |
Jeffrey Dominguez Dominguez Wealth Management Solutions Inc. | 15,684 | $958,137.03 | $983,935.74 | $25,798.71 | 2.69% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 232 | $15,471.11 | $14,752.88 | -$718.23 | -4.64% |
Sima Elimelech Activest Wealth Management | 97 | $6,624.13 | $6,097.42 | -$526.71 | -7.95% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 3,433 | $234,439.57 | $218,476.12 | -$15,963.45 | -6.81% |
Brian Baylis Bell Investment Advisors Inc. | 184 | $10,496.54 | $11,566.24 | $1,069.7 | 10.19% |