| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 1,915 | $646,474.62 | $734,249.32 | $87,774.7 | 13.58% |
Michelle Dubey Yousif Capital Management LLC | 43,509 | $9.24M | $16.68M | $7.44M | 80.54% |
Cole Holmlund Alaethes Wealth LLC | 5,848 | $1.65M | $2.31M | $661,715.95 | 40.04% |
Jason Kaplan Howard Capital Management Group LLC | 918 | $313,038 | $351,979.57 | $38,941.57 | 12.44% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 587 | $207,938.87 | $226,441.13 | $18,502.26 | 8.9% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 24,755 | $7.88M | $9.49M | $1.61M | 20.43% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 194 | $35,976.75 | $76,057.7 | $40,080.95 | 111.41% |
Kyle P. Smith NewEdge Wealth LLC | 8,977 | $2.91M | $3.52M | $608,996.57 | 20.92% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 480,692 | $170.26M | $190.23M | $19.97M | 11.73% |
Jessica Clark Caerus Investment Advisors LLC | 1,053 | $357,293.6 | $416,714.21 | $59,420.61 | 16.63% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 954 | $255,451.1 | $365,782.69 | $110,331.59 | 43.19% |
| CAL CSM Advisors LLC CSM Advisors LLC | 51,193 | $17.23M | $20.26M | $3.02M | 17.55% |
John Mezzasalma Mezzasalma Advisors LLC | 2,694 | $774,335 | $1.06M | $281,847.67 | 36.4% |
Ben Rothwell Keystone Financial Services | 3,467 | $887,260.4 | $1.34M | $450,169.55 | 50.74% |
Shad Lamm Keystone Wealth Services LLC | 697 | $203,765.62 | $268,874.73 | $65,109.11 | 31.95% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 18,907 | $6.55M | $7.29M | $743,098.27 | 11.34% |
| TCL Therese C.D. Linden Bank of New Hampshire | 1,373 | $307,966.85 | $526,435.67 | $218,468.82 | 70.94% |
Joseph Castro Nuveen LLC | 1.25M | $363.68M | $494.27M | $130.59M | 35.91% |
Beatriz Gutierrez Junco CV Advisors LLC | 1,600 | $566,783.98 | $613,472.02 | $46,688.04 | 8.24% |
| HP Hannah Perry Crestmont Private Wealth LLC | 934 | $319,040.2 | $366,174.69 | $47,134.49 | 14.77% |