| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YA Yinka Akinsola Blue Trust Inc. | 124,503 | $370,523.67 | $681,031.41 | $310,507.74 | 83.8% |
Jeff Ameen Spire Wealth Management | 800 | $2,429.39 | $4,376 | $1,946.61 | 80.13% |
Michelle Dubey Yousif Capital Management LLC | 35,313 | $103,419.85 | $193,162.11 | $89,742.26 | 86.77% |
Donna Rittershausen Koss-Olinger Consulting LLC | 10,227 | $39,067.14 | $56,810.98 | $17,743.84 | 45.42% |
Kyle P. Smith NewEdge Wealth LLC | 423,223 | $1.15M | $2.32M | $1.17M | 101.22% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 46,100 | $212,332.86 | $252,858.5 | $40,525.64 | 19.09% |
Joseph Castro Nuveen LLC | 899,765 | $5.25M | $4.92M | -$323,912.43 | -6.17% |
Spencer Rand Five Oceans Advisors | 54,791 | $137,351.56 | $304,911.91 | $167,560.35 | 121.99% |
Kurt Van Dyken Lifeworks Advisors LLC | 26,226 | $80,940.81 | $143,980.74 | $63,039.93 | 77.88% |
Kimberly Cappellano Private Wealth Asset Management LLC | 253 | $966 | $1,396.56 | $430.56 | 44.57% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 243,650 | $1.17M | $1.34M | $162,713.61 | 13.88% |
Brian Baylis Bell Investment Advisors Inc. | 2,461 | $9,396.86 | $13,461.67 | $4,064.81 | 43.26% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 199,490 | $754,835.72 | $1.09M | $336,374.58 | 44.56% |
Bobby Adusumilli SJS Investment Consulting Inc. | 5,801 | $32,409.85 | $31,731.47 | -$678.38 | -2.09% |
Kea Molnar Cromwell Holdings LLC | 41,924 | $114,453 | $229,533.9 | $115,080.9 | 100.55% |
Dinan Hu R Squared Ltd | 22,156 | $129,170 | $121,082.54 | -$8,087.46 | -6.26% |
Parth Karia Capricorn Fund Managers Ltd. | 450,000 | $2.59M | $2.5M | -$90,000 | -3.48% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 86 | $494.5 | $470.42 | -$24.08 | -4.87% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 45,563 | $195,647.36 | $249,913.05 | $54,265.69 | 27.74% |
Dominic Corabi Wedmont Private Capital | 25,611 | $76,822.89 | $139,836.06 | $63,013.17 | 82.02% |