| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 29 | $1,038.5 | $1,506.55 | $468.05 | 45.07% |
Michelle Dubey Yousif Capital Management LLC | 33,869 | $1.37M | $1.76M | $392,384.16 | 28.7% |
Jessica Clark Caerus Investment Advisors LLC | 7,707 | $349,559.43 | $400,378.65 | $50,819.22 | 14.54% |
| CAL CSM Advisors LLC CSM Advisors LLC | 4,190 | $215,240.3 | $217,670.5 | $2,430.2 | 1.13% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 8,834 | $398,271.76 | $458,926.3 | $60,654.54 | 15.23% |
Joseph Castro Nuveen LLC | 148,497 | $6.74M | $7.71M | $970,553.66 | 14.39% |
Sima Elimelech Activest Wealth Management | 41 | $1,961.77 | $2,129.95 | $168.18 | 8.57% |
Brian Baylis Bell Investment Advisors Inc. | 606 | $19,400.62 | $31,481.7 | $12,081.08 | 62.27% |
Bobby Adusumilli SJS Investment Consulting Inc. | 132 | $6,236.18 | $6,857.4 | $621.22 | 9.96% |
Kea Molnar Cromwell Holdings LLC | 18 | $699 | $935.1 | $236.1 | 33.78% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 7,375 | $364,278.58 | $383,131.25 | $18,852.67 | 5.18% |
Ashish Sharma DGS Capital Management LLC | 27,283 | $1.05M | $1.42M | $370,264.31 | 35.36% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 3 | $155.76 | $155.85 | $0.09 | 0.06% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 5,357 | $238,700.17 | $278,296.15 | $39,595.98 | 16.59% |
Candace Cavalier Congress Wealth Management LLC / DE / | 11,772 | $451,796.23 | $611,555.4 | $159,759.17 | 35.36% |
Penny A. Phillips Journey Strategic Wealth LLC | 4,376 | $208,360.12 | $227,333.2 | $18,973.08 | 9.11% |
Kathleen Thornhill Confluence Wealth Services Inc. | 22,360 | $736,285.89 | $1.16M | $425,316.11 | 57.77% |
W. Travis McKinney HB Wealth Management LLC | 6,753 | $311,226.05 | $350,818.35 | $39,592.3 | 12.72% |
| LWL Leo Wealth LLC Leo Wealth LLC | 4,871 | $218,847.55 | $253,048.45 | $34,200.9 | 15.63% |
William Jollie Quent Capital LLC | 1,069 | $48,590.99 | $55,534.55 | $6,943.56 | 14.29% |