| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YA Yinka Akinsola Blue Trust Inc. | 14,245 | $8.59M | $7.93M | -$657,842.8 | -7.66% |
Jonathan J. Marshall Spectrum Investment Advisors Inc. | 1,029 | $579,432 | $554,661.87 | -$24,770.13 | -4.27% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 68,822 | $40.31M | $40.6M | $284,502.74 | 0.71% |
Richard Zito Flynn Zito Capital Management LLC | 2,253 | $661,919.96 | $1.25M | $592,347.72 | 89.49% |
Loraine Ell Better Money Decisions LLC | 709 | $388,968.77 | $394,707.4 | $5,738.63 | 1.48% |
Jeff Ameen Spire Wealth Management | 42,751 | $15.96M | $23.8M | $7.84M | 49.14% |
Drew Waldron Canvas Wealth Advisors LLC | 5,850 | $2.41M | $3.26M | $851,092.8 | 35.38% |
Michelle Dubey Yousif Capital Management LLC | 238,267 | $75.71M | $132.65M | $56.94M | 75.21% |
Daren Blonski Fermata Advisors LLC | 2,130 | $1.15M | $1.19M | $36,029.15 | 3.13% |
| AL Acas LLC Acas LLC | 754 | $286,884.25 | $419,759.36 | $132,875.11 | 46.32% |
Cole Holmlund Alaethes Wealth LLC | 7,626 | $2.35M | $4.5M | $2.14M | 91.06% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 3,585 | $1.05M | $2M | $943,453.25 | 89.65% |
| LWL Lauer Wealth LLC Lauer Wealth LLC | 1,508 | $849,441.29 | $839,518.71 | -$9,922.58 | -1.17% |
Keith Dubauskas One Plus One Wealth Management LLC | 609 | $190,402.26 | $339,036.4 | $148,634.14 | 78.06% |
Jason Kaplan Howard Capital Management Group LLC | 1,599 | $662,641.12 | $890,179.32 | $227,538.2 | 34.34% |
Rajesh Chelapurath Ceera Investments LLC | 14,964 | $3.38M | $8.89M | $5.51M | 162.92% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 1,712 | $472,681.02 | $1.01M | $533,872.26 | 112.95% |
James Bennett Marathon Asset Management Ltd. | 85,206 | $13.76M | $50.26M | $36.5M | 265.3% |
Michael Puryear Westwood Wealth Management | 21,050 | $12.04M | $12.46M | $420,367.99 | 3.49% |
Donna Rittershausen Koss-Olinger Consulting LLC | 1,881 | $1.26M | $1.11M | -$144,303.71 | -11.48% |