| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 750 | $28,751.25 | $34,005 | $5,253.75 | 18.27% |
Michelle Dubey Yousif Capital Management LLC | 119,172 | $3.26M | $5.4M | $2.15M | 65.89% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 74,173 | $2.19M | $3.34M | $1.15M | 52.32% |
Kyle P. Smith NewEdge Wealth LLC | 32,208 | $1.21M | $1.46M | $253,441.53 | 21.01% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 1,432 | $68,821.92 | $62,019.92 | -$6,802 | -9.88% |
Jessica Clark Caerus Investment Advisors LLC | 11,218 | $377,715.42 | $496,059.96 | $118,344.54 | 31.33% |
| CAL CSM Advisors LLC CSM Advisors LLC | 55,906 | $2.03M | $2.47M | $446,688.94 | 22.05% |
Matt Hunter Heartland Bank & Trust Co. | 5,868 | $159,844.79 | $254,143.08 | $94,298.29 | 58.99% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 5,870 | $212,670.1 | $265,441.4 | $52,771.3 | 24.81% |
Joseph Castro Nuveen LLC | 10.19M | $307.23M | $450.42M | $143.19M | 46.61% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 7,712 | $303,004.57 | $341,024.64 | $38,020.07 | 12.55% |
Richard Slavik Newbridge Financial Services Group Inc. | 148 | $6,075 | $6,699.22 | $624.22 | 10.28% |
Kimberly Cappellano Private Wealth Asset Management LLC | 7,392 | $217,906.96 | $334,451.04 | $116,544.08 | 53.48% |
Sima Elimelech Activest Wealth Management | 110 | $5,286.6 | $4,981.35 | -$305.25 | -5.77% |
Brian Baylis Bell Investment Advisors Inc. | 1,262 | $32,744.62 | $57,219.08 | $24,474.46 | 74.74% |
| KC Kasey Cook Maripau Wealth Management LLC | 4,790 | $230,207.4 | $207,454.9 | -$22,752.5 | -9.88% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 924,428 | $31.48M | $41.91M | $10.43M | 33.13% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 6 | $288.36 | $270.39 | -$17.97 | -6.23% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 25,536 | $825,721.22 | $1.15M | $328,378.3 | 39.77% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 12,818 | $418,197.04 | $555,147.58 | $136,950.54 | 32.75% |