| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YA Yinka Akinsola Blue Trust Inc. | 2,923 | $1.1M | $2.89M | $1.8M | 164% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 9,192 | $2.89M | $9.77M | $6.88M | 238.06% |
Jeff Ameen Spire Wealth Management | 7,508 | $5.27M | $7.44M | $2.16M | 41.02% |
Drew Waldron Canvas Wealth Advisors LLC | 288 | $251,395.2 | $285,203.51 | $33,808.31 | 13.45% |
Michelle Dubey Yousif Capital Management LLC | 28,128 | $4.82M | $27.85M | $23.03M | 477.39% |
Daren Blonski Fermata Advisors LLC | 476 | $440,563.08 | $471,378.03 | $30,814.95 | 6.99% |
| AL Acas LLC Acas LLC | 412 | $218,009.8 | $407,999.47 | $189,989.67 | 87.15% |
Jason Kaplan Howard Capital Management Group LLC | 1,033 | $352,883.07 | $1.02M | $670,086.48 | 189.89% |
Rajesh Chelapurath Ceera Investments LLC | 248 | $216,479.2 | $248,074.4 | $31,595.2 | 14.6% |
Donna Rittershausen Koss-Olinger Consulting LLC | 1,798 | $559,328.4 | $1.78M | $1.22M | 218.28% |
Jennifer Easley Gitterman Wealth Management LLC | 414 | $246,165.1 | $409,980.05 | $163,814.95 | 66.55% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 1,110 | $1.13M | $1.1M | -$29,433.96 | -2.61% |
Kyle P. Smith NewEdge Wealth LLC | 11,576 | $6.67M | $11.46M | $4.79M | 71.84% |
John Ledford FWG Holdings LLC | 267 | $239,103.5 | $283,887.75 | $44,784.25 | 18.73% |
Mack, Connie Clarity Financial LLC | 25,075 | $8.25M | $24.83M | $16.58M | 200.92% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 11,808 | $13.44M | $12.55M | -$889,494.44 | -6.62% |
Matthew Carney Nfj Investment Group LLC | 74,128 | $65.34M | $73.45M | $8.11M | 12.41% |
Jessica Clark Caerus Investment Advisors LLC | 802 | $501,549.2 | $852,726.5 | $351,177.3 | 70.02% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 349 | $219,502.1 | $345,611.2 | $126,109.1 | 57.45% |
| CAL CSM Advisors LLC CSM Advisors LLC | 10,998 | $8.86M | $11.69M | $2.83M | 31.91% |