| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Drew Waldron Canvas Wealth Advisors LLC | 3,326 | $438,761.96 | $974,584.48 | $535,822.52 | 122.12% |
Michelle Dubey Yousif Capital Management LLC | 135,065 | $9.76M | $39.58M | $29.82M | 305.68% |
Cole Holmlund Alaethes Wealth LLC | 1,182 | $202,334.76 | $346,349.63 | $144,014.87 | 71.18% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 74,391 | $7.08M | $21.8M | $14.72M | 208.08% |
John Nowicki LCM Capital Management Inc. | 500 | $216,665 | $146,509.99 | -$70,155.01 | -32.38% |
Kyle P. Smith NewEdge Wealth LLC | 356,302 | $27.3M | $104.4M | $77.1M | 282.41% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 2,627 | $384,574.18 | $769,763.51 | $385,189.33 | 100.16% |
Jessica Clark Caerus Investment Advisors LLC | 8,583 | $1.17M | $2.51M | $1.34M | 114.65% |
| KCM Kennicott Capital Management LLC Kennicott Capital Management LLC | 2,400 | $233,616 | $703,247.97 | $469,631.97 | 201.03% |
| CAL CSM Advisors LLC CSM Advisors LLC | 41,901 | $8.95M | $12.28M | $3.33M | 37.14% |
| GAG Goodman Advisory Group LLC Goodman Advisory Group LLC | 7,978 | $1.07M | $2.34M | $1.27M | 118.83% |
Shad Lamm Keystone Wealth Services LLC | 2,421 | $329,737.34 | $754,674.12 | $424,936.78 | 128.87% |
Dipen Mehta Invst LLC | 1,193 | $254,896.38 | $349,572.85 | $94,676.47 | 37.14% |
Matthew Fong Seldon Capita LLP | 1,540 | $206,206 | $451,250.78 | $245,044.78 | 118.83% |
Jason E. Archambault SK Wealth Management LLC | 1,016 | $173,918.88 | $297,708.31 | $123,789.43 | 71.18% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 23,233 | $2.85M | $7.14M | $4.29M | 150.56% |
| CPS Chow Pak Sun Gordian Capital Singapore Pte Ltd. | 10 | $2,136.6 | $2,930.2 | $793.6 | 37.14% |
Kasey Fegan Corsicana & Co. | 120 | $16,068 | $35,162.4 | $19,094.4 | 118.83% |
Bethany Wagner Level Financial Advisors | 7,052 | $944,262.8 | $2.07M | $1.12M | 118.83% |
Joseph Castro Nuveen LLC | 11.01M | $997.91M | $3.23B | $2.23B | 223.19% |