| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 33,293 | $13.41M | $19.08M | $5.67M | 42.32% |
Drew Waldron Canvas Wealth Advisors LLC | 1,633 | $756,267.76 | $935,872.26 | $179,604.5 | 23.75% |
Michelle Dubey Yousif Capital Management LLC | 86,646 | $31.16M | $49.66M | $18.49M | 59.34% |
Daren Blonski Fermata Advisors LLC | 497 | $255,259.19 | $284,830.69 | $29,571.5 | 11.58% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 2,671 | $1.11M | $1.53M | $423,592.83 | 38.26% |
Rajesh Chelapurath Ceera Investments LLC | 6,519 | $2.32M | $3.72M | $1.4M | 60.41% |
Marc Trottier Coerente Capital Management | 950 | $542,336 | $544,444.98 | $2,108.98 | 0.39% |
James Bennett Marathon Asset Management Ltd. | 72,740 | $27.26M | $41.69M | $14.42M | 52.9% |
Jennifer Easley Gitterman Wealth Management LLC | 507 | $267,811.44 | $290,561.69 | $22,750.25 | 8.49% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 14,815 | $5.93M | $8.49M | $2.56M | 43.14% |
Kyle P. Smith NewEdge Wealth LLC | 105,082 | $43.81M | $60.22M | $16.41M | 37.45% |
John Ledford FWG Holdings LLC | 678 | $248,839.17 | $388,561.78 | $139,722.61 | 56.15% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 1,066 | $472,155.46 | $610,924.57 | $138,769.11 | 29.39% |
Derek Batts Union Heritage Capital LLC | 17,112 | $6.64M | $9.81M | $3.17M | 47.75% |
| CAL CSM Advisors LLC CSM Advisors LLC | 30,060 | $15.52M | $17.23M | $1.71M | 11% |
| GAG Goodman Advisory Group LLC Goodman Advisory Group LLC | 1,295 | $711,924.94 | $742,164.47 | $30,239.53 | 4.25% |
Ben Rothwell Keystone Financial Services | 434 | $229,662.37 | $247,857.39 | $18,195.02 | 7.92% |
Matt Hunter Heartland Bank & Trust Co. | 4,100 | $1.69M | $2.35M | $663,932.39 | 39.38% |
Matthew Fong Seldon Capita LLP | 454 | $218,632.78 | $260,187.39 | $41,554.61 | 19.01% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 12,935 | $6.96M | $7.39M | $422,623.15 | 6.07% |