| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 619 | $82,596.1 | $80,011.93 | -$2,584.17 | -3.13% |
| MD Michelle Dubey Yousif Capital Management LLC | 13,336 | $1.22M | $1.73M | $511,785.27 | 42.04% |
Jennifer Easley Gitterman Wealth Management LLC | 3,114 | $402,621.69 | $405,723.06 | $3,101.37 | 0.77% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 4,424 | $561,265.28 | $577,199.28 | $15,934 | 2.84% |
Kyle P. Smith NewEdge Wealth LLC | 4,153 | $563,434.56 | $541,841.91 | -$21,592.65 | -3.83% |
| CAL CSM Advisors LLC CSM Advisors LLC | 11,068 | $1.14M | $1.44M | $302,783.06 | 26.53% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 3,487 | $459,408.47 | $455,506.81 | -$3,901.66 | -0.85% |
| YL Yosef Levy Y.D. More Investments Ltd. | 30,535 | $3.74M | $3.99M | $244,103.15 | 6.52% |
Joseph Castro Nuveen LLC | 378,044 | $45.6M | $49.38M | $3.79M | 8.31% |
| MJB Michael John Blaszczyk SRN Advisors LLC | 6,198 | $677,201.72 | $810,078.6 | $132,876.88 | 19.62% |
Kevin B. Crawford JB Capital LLC | 33,129 | $4.22M | $4.33M | $110,982.15 | 2.63% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 114.13 | $13,187.57 | $14,908.8 | $1,721.23 | 13.05% |
| BFI BROGAN FINANCIAL Inc. BROGAN FINANCIAL Inc. | 3,161 | $315,523.6 | $412,921.43 | $97,397.83 | 30.87% |
Brian Baylis Bell Investment Advisors Inc. | 44 | $5,152.77 | $5,751.02 | $598.25 | 11.61% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 1.65M | $161.47M | $214.99M | $53.51M | 33.14% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 24,459 | $2.95M | $3.16M | $208,876.71 | 7.07% |
| JM Janet Messer FRG Family Wealth Advisors LLC | 8,505 | $844,716.6 | $1.11M | $266,291.55 | 31.52% |
Bobby Adusumilli SJS Investment Consulting Inc. | 18 | $2,184.6 | $2,340.36 | $155.76 | 7.13% |
Kea Molnar Cromwell Holdings LLC | 347 | $40,309.35 | $45,498.64 | $5,189.29 | 12.87% |
| DS David Spratt Badgley Phelps Wealth Managers LLC | 13,538 | $1.72M | $1.77M | $51,380.95 | 2.99% |