| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RZ Richard Zito Flynn Zito Capital Management LLC | 1,723 | $211,481.02 | $228,400.88 | $16,919.86 | 8% |
Jeff Ameen Spire Wealth Management | 4,989 | $527,406.17 | $648,769.53 | $121,363.36 | 23.01% |
| DW Drew Waldron Canvas Wealth Advisors LLC | 1,546 | $215,466.02 | $204,087.46 | -$11,378.56 | -5.28% |
| MD Michelle Dubey Yousif Capital Management LLC | 130,162 | $9.38M | $17.74M | $8.36M | 89.19% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 101,557 | $8.51M | $13.21M | $4.7M | 55.19% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 4,325 | $293,892.51 | $573,322 | $279,429.49 | 95.08% |
| DR Donna Rittershausen Koss-Olinger Consulting LLC | 4,245 | $392,110.65 | $563,353.53 | $171,242.88 | 43.67% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 28,507 | $3.06M | $3.78M | $720,583.28 | 23.53% |
John Nowicki LCM Capital Management Inc. | 8,828 | $569,036.8 | $1.17M | $602,526.2 | 105.89% |
Kyle P. Smith NewEdge Wealth LLC | 706,725 | $66.85M | $93.78M | $26.93M | 40.29% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 2,995 | $307,253.84 | $397,466.15 | $90,212.31 | 29.36% |
| CAL CSM Advisors LLC CSM Advisors LLC | 31,262 | $3.55M | $4.15M | $599,357.65 | 16.89% |
Carrie Delgott Wescott Financial Advisory Group LLC | 3,714 | $269,830.54 | $492,884.57 | $223,054.03 | 82.66% |
Matt Hunter Heartland Bank & Trust Co. | 6,784 | $765,771.97 | $900,303.96 | $134,531.99 | 17.57% |
Kasey Fegan Corsicana & Co. | 25 | $2,775 | $3,315.52 | $540.52 | 19.48% |
| TCL Therese C.D. Linden Bank of New Hampshire | 1,400 | $93,758 | $188,552 | $94,794 | 101.1% |
Joseph Castro Nuveen LLC | 7.83M | $922.73M | $1.04B | $112.95M | 12.24% |
| HP Hannah Perry Crestmont Private Wealth LLC | 3,636 | $294,066.55 | $482,208.87 | $188,142.32 | 63.98% |
| SC Suzanne Cross JTC Employer Solutions Trustee Ltd | 840 | $54,185.7 | $111,401.39 | $57,215.69 | 105.59% |
| SR Spencer Rand Five Oceans Advisors | 2,389 | $204,296.75 | $310,665.54 | $106,368.79 | 52.07% |