| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 277,404 | $11.49M | $12.74M | $1.25M | 10.86% |
Kyle P. Smith NewEdge Wealth LLC | 12,645 | $467,064.3 | $581,986.12 | $114,921.82 | 24.61% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 29,842 | $1.05M | $1.37M | $328,215.87 | 31.4% |
Joseph Castro Nuveen LLC | 4,439 | $202,851 | $202,507.18 | -$343.82 | -0.17% |
Kimberly Cappellano Private Wealth Asset Management LLC | 22,194 | $855,093 | $1.02M | $163,611.6 | 19.13% |
Sima Elimelech Activest Wealth Management | 138 | $5,673.18 | $6,295.56 | $622.38 | 10.97% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 11,248 | $468,836.89 | $518,757.76 | $49,920.87 | 10.65% |
Matthew Liebman Amplius Wealth Advisors LLC | 16,528 | $543,604.07 | $766,651.28 | $223,047.21 | 41.03% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 506,288 | $18.5M | $23.1M | $4.6M | 24.86% |
Lynn A. Jackson Dopkins Wealth Management LLC | 23,143 | $745,808.52 | $1.07M | $319,463.77 | 42.83% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 5,776 | $205,911.52 | $267,919.76 | $62,008.24 | 30.11% |
Tracy Murray EdgeRock Capital LLC | 11,455 | $469,951.53 | $532,428.4 | $62,476.87 | 13.29% |
Clint Dunn Beaird Harris Wealth Management LLC | 2,414 | $81,231.1 | $111,128.49 | $29,897.39 | 36.81% |
| JBS Joseph Blane Shea Horizon Family Wealth Inc. | 320,611 | $10.73M | $14.76M | $4.03M | 37.55% |
| TRI Trail Ridge Investment Advisors LLC Trail Ridge Investment Advisors LLC | 548,908 | $18.24M | $25.26M | $7.03M | 38.52% |
W. Travis McKinney HB Wealth Management LLC | 2.59M | $92.91M | $119.67M | $26.76M | 28.81% |
Paul Elam Oak Harbor Wealth Partners LLC | 26,481 | $894,850.11 | $1.23M | $333,471.07 | 37.27% |
Michael Byun SageView Advisory Group LLC | 89,731 | $3.15M | $4.13M | $979,837.92 | 31.06% |
Mark Fiskio Empirical Asset Management LLC | 6,058 | $216,007.9 | $279,031.48 | $63,023.58 | 29.18% |
Amanda Hawley Atria Wealth Solutions Inc. | 49,892 | $1.63M | $2.3M | $673,741.03 | 41.4% |