| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Schwarz Dygos Wheeler Investment Schwarz Dygos Wheeler Investment Advisors LLC | 540 | $178,259.8 | $527,347.81 | $349,088.01 | 195.83% |
Austin Private Wealth Austin Private Wealth LLC | 811 | $347,511.5 | $791,998.28 | $444,486.78 | 127.91% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 310 | $242,733.07 | $302,736.7 | $60,003.63 | 24.72% |
| YA Yinka Akinsola Blue Trust Inc. | 5,731 | $2.74M | $5.7M | $2.95M | 107.68% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 4,739 | $2.91M | $4.63M | $1.72M | 59.03% |
Jeff Ameen Spire Wealth Management | 14,027 | $7.43M | $13.97M | $6.54M | 88.08% |
Michelle Dubey Yousif Capital Management LLC | 16,972 | $4.35M | $16.95M | $12.6M | 289.83% |
Cole Holmlund Alaethes Wealth LLC | 2,674 | $2.11M | $2.66M | $548,115.68 | 25.92% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 997 | $396,891.7 | $973,640.3 | $576,748.6 | 145.32% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 1,024 | $484,915.52 | $1.02M | $535,280.32 | 110.39% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 9,300 | $4.16M | $9.24M | $5.07M | 121.93% |
Kyle P. Smith NewEdge Wealth LLC | 1,144 | $938,411.76 | $1.14M | $201,950.32 | 21.52% |
| CAL CSM Advisors LLC CSM Advisors LLC | 4,637 | $4.01M | $4.53M | $515,680.82 | 12.85% |
Ben Rothwell Keystone Financial Services | 1,540 | $591,467.72 | $1.5M | $912,450.08 | 154.27% |
Matt Hunter Heartland Bank & Trust Co. | 983 | $478,768.45 | $959,968.32 | $481,199.87 | 100.51% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 1,702 | $1.28M | $1.7M | $420,467.19 | 32.95% |
| TCL Therese C.D. Linden Bank of New Hampshire | 159 | $72,648.8 | $155,274.63 | $82,625.83 | 113.73% |
Joseph Castro Nuveen LLC | 494,416 | $342.34M | $492.41M | $150.07M | 43.84% |
| MPM Mark P. Mennitt CenterBook Partners LP | 737 | $637,770.32 | $734,501.57 | $96,731.25 | 15.17% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 365 | $299,363.42 | $356,448.05 | $57,084.63 | 19.07% |