| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RR rosemary richard WCG Wealth Advisors LLC | 44,246 | $1.1M | $1.44M | $342,178.88 | 31.23% |
| YA Yinka Akinsola Blue Trust Inc. | 1,194 | $31,402.2 | $38,625.9 | $7,223.7 | 23% |
Jeff Ameen Spire Wealth Management | 5,454 | $129,778.07 | $177,691.32 | $47,913.25 | 36.92% |
| JAT Jeremiah Anthony Thisse Ashford Advisors LLC | 1.83M | $33.69M | $59.33M | $25.64M | 76.11% |
Jessica Clark Caerus Investment Advisors LLC | 10,017 | $263,447.1 | $326,203.6 | $62,756.5 | 23.82% |
John Mezzasalma Mezzasalma Advisors LLC | 88,841 | $2.19M | $2.9M | $708,371.05 | 32.31% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 63,050 | $1.48M | $2.05M | $574,592.48 | 38.88% |
Joseph Castro Nuveen LLC | 27,805 | $864,706 | $899,491.75 | $34,785.75 | 4.02% |
Kevin B. Crawford JB Capital LLC | 7,793 | $218,686.05 | $253,895.94 | $35,209.89 | 16.1% |
Richard Slavik Newbridge Financial Services Group Inc. | 2,100 | $49,728 | $67,935 | $18,207 | 36.61% |
| KRB Kyle R. Bubeck Systelligence LLC | 456,698 | $11.88M | $14.86M | $2.98M | 25.11% |
Kimberly Cappellano Private Wealth Asset Management LLC | 13 | $362 | $423.15 | $61.15 | 16.89% |
Sima Elimelech Activest Wealth Management | 4,223 | $114,670.55 | $136,614.05 | $21,943.5 | 19.14% |
Eddie Wilcox Rollins Financial Advisors LLC | 278,468 | $6.16M | $9.1M | $2.94M | 47.8% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 13,542 | $383,130.6 | $440,385.84 | $57,255.24 | 14.94% |
Brian Baylis Bell Investment Advisors Inc. | 2.2M | $42.22M | $71.76M | $29.54M | 69.97% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 1,329 | $41,331.9 | $43,298.82 | $1,966.92 | 4.76% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 460 | $12,102.8 | $14,881 | $2,778.2 | 22.96% |
Janet Messer FRG Family Wealth Advisors LLC | 151,966 | $3.05M | $4.97M | $1.91M | 62.67% |
| SIM Studio Investment Management LLC Studio Investment Management LLC | 25,908 | $534,537.2 | $847,191.6 | $312,654.4 | 58.49% |