| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Keebeck Wealth Management Keebeck Wealth Management LLC | 1,936 | $254,255 | $271,969.28 | $17,714.28 | 6.97% |
| YA Yinka Akinsola Blue Trust Inc. | 7,976 | $766,862.46 | $1.12M | $350,814.42 | 45.75% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 13,626 | $1.32M | $1.91M | $585,907.72 | 44.27% |
Jeff Ameen Spire Wealth Management | 608 | $44,550.99 | $88,305.92 | $43,754.93 | 98.21% |
| MD Michelle Dubey Yousif Capital Management LLC | 71,603 | $5.76M | $10.22M | $4.46M | 77.48% |
| DR Donna Rittershausen Koss-Olinger Consulting LLC | 2,050 | $216,521 | $287,307.5 | $70,786.5 | 32.69% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 8,420 | $713,369.14 | $1.18M | $466,525.46 | 65.4% |
Kyle P. Smith NewEdge Wealth LLC | 17,793 | $1.74M | $2.49M | $750,672.89 | 43.08% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 3,120 | $366,085.59 | $437,268 | $71,182.41 | 19.44% |
| GAG Goodman Advisory Group LLC Goodman Advisory Group LLC | 114 | $13,651.5 | $15,977.1 | $2,325.6 | 17.04% |
Matt Hunter Heartland Bank & Trust Co. | 9,008 | $736,374.48 | $1.26M | $526,096.72 | 71.44% |
| SL Shad Lamm Keystone Wealth Services LLC | 1,597 | $209,127.15 | $224,051.11 | $14,923.96 | 7.14% |
| DM Dipen Mehta Invst LLC | 7,412 | $970,601.4 | $1.04M | $69,265.14 | 7.14% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 22,030 | $2.23M | $3.09M | $860,330.06 | 38.57% |
| TCL Therese C.D. Linden Bank of New Hampshire | 7 | $344.54 | $984.83 | $640.29 | 185.84% |
Joseph Castro Nuveen LLC | 2.36M | $190.45M | $331.07M | $140.61M | 73.83% |
| WJD William Jeffrey Draper Strategic Planning Group LLC | 1,864 | $223,215.27 | $266,104.64 | $42,889.37 | 19.21% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 11,375 | $1.25M | $1.61M | $355,016.26 | 28.39% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 3,115 | $154,459.41 | $437,719.8 | $283,260.39 | 183.39% |
Kurt Van Dyken Lifeworks Advisors LLC | 3,802 | $497,871.9 | $534,257.04 | $36,385.14 | 7.31% |