| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joseph Castro Nuveen LLC | 7,377 | $704,061 | $715,052.61 | $10,991.61 | 1.56% |
Hannah Tackett Penobscot Wealth Management | 35,249 | $2.01M | $3.33M | $1.32M | 65.44% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 15,612 | $1.08M | $1.52M | $440,342.7 | 40.8% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 2,172 | $207,295.68 | $205,340.88 | -$1,954.8 | -0.94% |
Katie Smith Delos Wealth Advisors LLC | 1,958 | $158,203.65 | $191,884 | $33,680.35 | 21.29% |
Richard Slavik Newbridge Financial Services Group Inc. | 105 | $8,161.14 | $10,290 | $2,128.86 | 26.09% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 457 | $27,946.77 | $43,204.78 | $15,258.01 | 54.6% |
Kimberly Cappellano Private Wealth Asset Management LLC | 44,135 | $3.16M | $4.28M | $1.12M | 35.36% |
Sima Elimelech Activest Wealth Management | 202 | $17,097.28 | $19,097.08 | $1,999.8 | 11.7% |
Jodi Greenlund Financial Council LLC | 10,224 | $725,289.95 | $966,576.96 | $241,287.01 | 33.27% |
| EW Enzi Wealth Enzi Wealth | 3,793 | $193,139.56 | $358,590.22 | $165,450.66 | 85.66% |
| KC Kasey Cook Maripau Wealth Management LLC | 6,072 | $392,497.53 | $588,558.96 | $196,061.43 | 49.95% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 105 | $10,021.2 | $10,265.85 | $244.65 | 2.44% |
| AB Andrew Blass Atlantic Private Wealth LLC | 49 | $3,795.52 | $4,749.57 | $954.05 | 25.14% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 266,800 | $23.1M | $25.22M | $2.13M | 9.21% |
| DC Donie Carlson DMC Group LLC | 9,000 | $750,655.67 | $850,860 | $100,204.33 | 13.35% |
Bobby Adusumilli SJS Investment Consulting Inc. | 51 | $4,316.64 | $4,821.54 | $504.9 | 11.7% |
Nancy Williamson Helen Stephens Group LLC | 11,938 | $810,442.96 | $1.13M | $318,175.56 | 39.26% |
Bradley W. Clark Paladin Advisory Group LLC | 218 | $16,383.59 | $20,609.72 | $4,226.13 | 25.79% |
Matthew Liebman Amplius Wealth Advisors LLC | 39,818 | $2.73M | $3.76M | $1.03M | 37.76% |