| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bridgewater Associates LP Bridgewater Associates LP | 116,243 | $3.47M | $3.74M | $265,082.79 | 7.63% |
Vectors Research Management Vectors Research Management LLC | 129,440 | $2.37M | $4.16M | $1.79M | 75.59% |
Austin Private Wealth Austin Private Wealth LLC | 15,166 | $322,768.59 | $487,586.9 | $164,818.31 | 51.06% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 7,537 | $252,716 | $242,314.55 | -$10,401.45 | -4.12% |
| RR rosemary richard WCG Wealth Advisors LLC | 17,905 | $387,177.37 | $575,645.75 | $188,468.38 | 48.68% |
| YA Yinka Akinsola Blue Trust Inc. | 19,090 | $458,987.09 | $616,034.3 | $157,047.21 | 34.22% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 12,331 | $339,228.61 | $397,921.37 | $58,692.76 | 17.3% |
Jeff Ameen Spire Wealth Management | 12,750 | $236,909.37 | $414,885 | $177,975.63 | 75.12% |
| MD Michelle Dubey Yousif Capital Management LLC | 248,444 | $4.21M | $8M | $3.79M | 89.81% |
Cole Holmlund Alaethes Wealth LLC | 96,604 | $3.24M | $3.11M | -$133,313.52 | -4.12% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 77,308 | $2.08M | $2.52M | $436,387.87 | 20.99% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 119,663 | $2.75M | $3.86M | $1.11M | 40.2% |
John Nowicki LCM Capital Management Inc. | 9,354 | $256,946.87 | $301,900.35 | $44,953.48 | 17.5% |
Kyle P. Smith NewEdge Wealth LLC | 61,159 | $1.46M | $1.97M | $516,017.82 | 35.4% |
Mack, Connie Clarity Financial LLC | 456,993 | $12.62M | $14.75M | $2.13M | 16.88% |
Jessica Clark Caerus Investment Advisors LLC | 9,983 | $287,139.25 | $322,201.32 | $35,062.07 | 12.21% |
| DM Dipen Mehta Invst LLC | 23,172 | $776,957.16 | $747,760.44 | -$29,196.72 | -3.76% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 58,576 | $1.6M | $1.89M | $287,328.46 | 17.93% |
Kasey Fegan Corsicana & Co. | 20,865 | $379,545.75 | $673,313.55 | $293,767.8 | 77.4% |
| YL Yosef Levy Y.D. More Investments Ltd. | 3,232 | $73,167.92 | $104,296.64 | $31,128.72 | 42.54% |