| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Cole Holmlund Alaethes Wealth LLC | 5,843 | $1.65M | $2.14M | $488,263.56 | 29.58% |
Jason Kaplan Howard Capital Management Group LLC | 918 | $313,038 | $338,576.76 | $25,538.76 | 8.16% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 24,755 | $7.88M | $9.07M | $1.19M | 15.12% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 194 | $35,976.75 | $71,159.2 | $35,182.45 | 97.79% |
Kyle P. Smith NewEdge Wealth LLC | 8,277 | $2.66M | $3.03M | $371,135.09 | 13.94% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 1,053 | $356,536.58 | $386,240.39 | $29,703.81 | 8.33% |
Jessica Clark Caerus Investment Advisors LLC | 1,767 | $600,767.6 | $648,135.58 | $47,367.98 | 7.88% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 954 | $255,451.1 | $350,036.92 | $94,585.82 | 37.03% |
| CAL CSM Advisors LLC CSM Advisors LLC | 52,462 | $17.66M | $19.24M | $1.58M | 8.95% |
John Mezzasalma Mezzasalma Advisors LLC | 2,559 | $726,512.6 | $937,899.09 | $211,386.49 | 29.1% |
Ben Rothwell Keystone Financial Services | 3,395 | $861,755.12 | $1.25M | $383,530.85 | 44.51% |
| SL Shad Lamm Keystone Wealth Services LLC | 691 | $201,640.18 | $253,538.27 | $51,898.09 | 25.74% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 11,114 | $3.79M | $4.08M | $288,019.42 | 7.6% |
| TCL Therese C.D. Linden Bank of New Hampshire | 1,351 | $300,173.57 | $498,066.41 | $197,892.84 | 65.93% |
Joseph Castro Nuveen LLC | 1.12M | $319.3M | $412.12M | $92.82M | 29.07% |
| HP Hannah Perry Crestmont Private Wealth LLC | 913 | $311,601.16 | $334,993.4 | $23,392.24 | 7.51% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 5,644 | $1.47M | $2.09M | $617,310.33 | 42.05% |
Katie Smith Delos Wealth Advisors LLC | 16 | $4,666.56 | $5,870.64 | $1,204.08 | 25.8% |
Kevin B. Crawford JB Capital LLC | 6,956 | $1.95M | $2.55M | $607,692.74 | 31.24% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 152 | $40,123.65 | $55,831.12 | $15,707.47 | 39.15% |