| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Red Spruce Capital Red Spruce Capital LLC | 30,822 | $1.46M | $4.48M | $3.01M | 205.92% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 2,094 | $277,403.43 | $319,209.36 | $41,805.93 | 15.07% |
| YA Yinka Akinsola Blue Trust Inc. | 8,468 | $837,124.98 | $1.25M | $413,005.86 | 49.34% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 13,839 | $1.35M | $2.11M | $755,694.97 | 55.82% |
Jeff Ameen Spire Wealth Management | 778 | $68,828.69 | $114,856.14 | $46,027.45 | 66.87% |
Michelle Dubey Yousif Capital Management LLC | 66,473 | $5.34M | $9.81M | $4.47M | 83.68% |
Donna Rittershausen Koss-Olinger Consulting LLC | 2,050 | $216,521 | $320,763.5 | $104,242.5 | 48.14% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 12,606 | $1.34M | $1.82M | $482,797.5 | 36.15% |
Kyle P. Smith NewEdge Wealth LLC | 18,568 | $1.85M | $2.68M | $831,409.17 | 44.86% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 4,914 | $622,286.73 | $768,893.58 | $146,606.85 | 23.56% |
Jessica Clark Caerus Investment Advisors LLC | 1,833 | $261,770.73 | $279,422.52 | $17,651.79 | 6.74% |
Matt Hunter Heartland Bank & Trust Co. | 8,905 | $728,123.15 | $1.39M | $665,242.2 | 91.36% |
Shad Lamm Keystone Wealth Services LLC | 1,614 | $211,554.92 | $246,038.16 | $34,483.24 | 16.3% |
Dipen Mehta Invst LLC | 7,333 | $960,256.35 | $1.12M | $157,586.17 | 16.41% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 22,456 | $2.29M | $3.24M | $948,633.55 | 41.4% |
| YL Yosef Levy Y.D. More Investments Ltd. | 22,232 | $3.25M | $3.39M | $140,728.08 | 4.33% |
| TCL Therese C.D. Linden Bank of New Hampshire | 7 | $344.54 | $1,067.08 | $722.54 | 209.71% |
Joseph Castro Nuveen LLC | 2.32M | $187.39M | $340.27M | $152.88M | 81.59% |
Beatriz Gutierrez Junco CV Advisors LLC | 6,351 | $906,986.31 | $968,146.44 | $61,160.13 | 6.74% |
William Jeffrey Draper Strategic Planning Group LLC | 1,864 | $223,215.27 | $270,540.96 | $47,325.69 | 21.2% |