| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 88,483 | $6.76M | $14.87M | $8.1M | 119.78% |
Kyle P. Smith NewEdge Wealth LLC | 583,113 | $35.15M | $97.97M | $62.82M | 178.7% |
Mack, Connie Clarity Financial LLC | 1,562 | $230,299.5 | $281,425.54 | $51,126.04 | 22.2% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 2,658 | $480,154.87 | $446,597.16 | -$33,557.71 | -6.99% |
Derek Batts Union Heritage Capital LLC | 28,200 | $4.15M | $5.19M | $1.04M | 25.09% |
| CAL CSM Advisors LLC CSM Advisors LLC | 91,520 | $13.48M | $15.34M | $1.87M | 13.85% |
John Mezzasalma Mezzasalma Advisors LLC | 5,040 | $352,079.28 | $853,272 | $501,192.72 | 142.35% |
Matt Hunter Heartland Bank & Trust Co. | 11,082 | $771,114.53 | $2M | $1.23M | 158.93% |
Dipen Mehta Invst LLC | 1,137 | $343,044.26 | $191,038.74 | -$152,005.52 | -44.31% |
Matthew Fong Seldon Capita LLP | 1,120 | $337,915.19 | $189,414.4 | -$148,500.79 | -43.95% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 2,970 | $896,078.67 | $499,019.4 | -$397,059.27 | -44.31% |
| YL Yosef Levy Y.D. More Investments Ltd. | 117,724 | $17.33M | $19.78M | $2.45M | 14.11% |
Joseph Castro Nuveen LLC | 3.73M | $379.95M | $626.43M | $246.48M | 64.87% |
| MJB Michael John Blaszczyk SRN Advisors LLC | 23,970 | $946,746.59 | $4.32M | $3.37M | 356.16% |
| TSR Ted S. Rich RiverTree Advisors LLC | 730 | $220,248.29 | $131,524.1 | -$88,724.19 | -40.28% |
| MPM Mark P. Mennitt CenterBook Partners LP | 5,232 | $770,364.91 | $879,080.64 | $108,715.73 | 14.11% |
| HP Hannah Perry Crestmont Private Wealth LLC | 1,130 | $121,881.8 | $203,592.1 | $81,710.3 | 67.04% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 698 | $210,594 | $126,397.33 | -$84,196.67 | -39.98% |
James D. King Lindenwold Advisors Inc. | 19,510 | $650,405.19 | $3.52M | $2.86M | 440.45% |
Spencer Rand Five Oceans Advisors | 3,897 | $230,744.62 | $654,773.94 | $424,029.32 | 183.77% |