| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Keebeck Wealth Management Keebeck Wealth Management LLC | 2,824 | $308,739.31 | $313,068.64 | $4,329.33 | 1.4% |
Daniel Russell Naviter Wealth LLC | 27,040 | $2.25M | $3M | $752,186.66 | 33.5% |
| YA Yinka Akinsola Blue Trust Inc. | 385 | $39,246.9 | $43,381.8 | $4,134.9 | 10.54% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 30,782 | $2.81M | $3.41M | $597,665.65 | 21.23% |
Jeff Ameen Spire Wealth Management | 2,702 | $282,365.16 | $304,461.36 | $22,096.2 | 7.83% |
Michelle Dubey Yousif Capital Management LLC | 38,277 | $2.14M | $4.31M | $2.18M | 101.93% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 162,401 | $11.74M | $18M | $6.26M | 53.31% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 57,044 | $4.44M | $6.34M | $1.9M | 42.7% |
Kyle P. Smith NewEdge Wealth LLC | 21,343 | $1.78M | $2.38M | $607,760.6 | 34.23% |
Jessica Clark Caerus Investment Advisors LLC | 1,704 | $215,232.24 | $188,905.44 | -$26,326.8 | -12.23% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 6,674 | $681,682.36 | $742,148.8 | $60,466.44 | 8.87% |
Kasey Fegan Corsicana & Co. | 450 | $45,963 | $49,887 | $3,924 | 8.54% |
| TCL Therese C.D. Linden Bank of New Hampshire | 1,210 | $92,109.35 | $134,140.6 | $42,031.25 | 45.63% |
Joseph Castro Nuveen LLC | 2.22M | $198.35M | $249.91M | $51.56M | 25.99% |
| TH Teodora Harrop Border to Coast Pensions Partnership Ltd | 240,000 | $14.6M | $26.74M | $12.14M | 83.16% |
Kevin B. Crawford JB Capital LLC | 5,016 | $432,987.6 | $556,073.76 | $123,086.16 | 28.43% |
Richard Slavik Newbridge Financial Services Group Inc. | 245 | $23,306 | $27,359.15 | $4,053.15 | 17.39% |
Kimberly Cappellano Private Wealth Asset Management LLC | 237 | $20,789.42 | $26,148.21 | $5,358.79 | 25.78% |
Sima Elimelech Activest Wealth Management | 229 | $20,238.5 | $25,796.85 | $5,558.35 | 27.46% |
Brian Baylis Bell Investment Advisors Inc. | 203 | $15,418.27 | $22,874.04 | $7,455.77 | 48.36% |