| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michelle Dubey Yousif Capital Management LLC | 65,632 | $2.79M | $5.74M | $2.94M | 105.41% |
Michael Puryear Westwood Wealth Management | 4,750 | $315,780 | $433,865 | $118,085 | 37.39% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 8,910 | $432,733.93 | $813,661.2 | $380,927.27 | 88.03% |
Kyle P. Smith NewEdge Wealth LLC | 38,429 | $2.13M | $3.51M | $1.38M | 64.6% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 1,240 | $82,435.2 | $110,794 | $28,358.8 | 34.4% |
Jessica Clark Caerus Investment Advisors LLC | 5,863 | $406,892.2 | $523,859.05 | $116,966.85 | 28.75% |
| CAL CSM Advisors LLC CSM Advisors LLC | 539,602 | $29.13M | $48.21M | $19.08M | 65.5% |
Shad Lamm Keystone Wealth Services LLC | 9,551 | $476,528.06 | $889,580.14 | $413,052.08 | 86.68% |
Dipen Mehta Invst LLC | 16,890 | $718,237.06 | $1.51M | $790,884.44 | 110.11% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 39,756 | $2.3M | $3.7M | $1.4M | 60.92% |
| CPS Chow Pak Sun Gordian Capital Singapore Pte Ltd. | 8,100 | $685,866 | $728,433 | $42,567 | 6.21% |
| TCL Therese C.D. Linden Bank of New Hampshire | 1,789 | $118,932.72 | $156,430.16 | $37,497.44 | 31.53% |
Joseph Castro Nuveen LLC | 2.01M | $116.5M | $179.49M | $62.98M | 54.06% |
Beatriz Gutierrez Junco CV Advisors LLC | 17,700 | $1.66M | $1.55M | -$110,094 | -6.64% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 15,000 | $639,150 | $1.31M | $672,450 | 105.21% |
Spencer Rand Five Oceans Advisors | 2,199 | $205,958.34 | $192,280.56 | -$13,677.78 | -6.64% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 14,700 | $1.03M | $1.29M | $251,251.44 | 24.3% |
Kevin B. Crawford JB Capital LLC | 3,402 | $318,631.32 | $297,470.88 | -$21,160.44 | -6.64% |
Richard Slavik Newbridge Financial Services Group Inc. | 252 | $16,752.96 | $22,516.2 | $5,763.24 | 34.4% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 133 | $6,755.07 | $11,629.52 | $4,874.45 | 72.16% |