| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 19,212 | $2.16M | $2.5M | $342,771.14 | 15.88% |
Drew Waldron Canvas Wealth Advisors LLC | 2,978 | $316,184.71 | $387,735.6 | $71,550.89 | 22.63% |
Michelle Dubey Yousif Capital Management LLC | 245,330 | $19.8M | $31.94M | $12.14M | 61.29% |
Cole Holmlund Alaethes Wealth LLC | 3,171 | $278,729.45 | $430,780.38 | $152,050.93 | 54.55% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 126,684 | $11.5M | $16.49M | $5M | 43.45% |
Keith Dubauskas One Plus One Wealth Management LLC | 2,413 | $204,890.72 | $314,172.6 | $109,281.88 | 53.34% |
Jason Kaplan Howard Capital Management Group LLC | 307,822 | $34.95M | $40.08M | $5.13M | 14.66% |
Rajesh Chelapurath Ceera Investments LLC | 4,299 | $517,126.71 | $551,690.67 | $34,563.96 | 6.68% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 7,002 | $568,725.69 | $898,566.66 | $329,840.97 | 58% |
Marc Trottier Coerente Capital Management | 1,958 | $206,099.08 | $254,931.6 | $48,832.52 | 23.69% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 72,515 | $6.33M | $9.44M | $3.11M | 49.08% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 51 | $4,649.67 | $6,676.92 | $2,027.25 | 43.6% |
Kyle P. Smith NewEdge Wealth LLC | 64,900 | $6.92M | $8.5M | $1.57M | 22.7% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 3,478 | $306,386.3 | $472,486.33 | $166,100.03 | 54.21% |
Jessica Clark Caerus Investment Advisors LLC | 16,326 | $1.43M | $2.22M | $784,445.29 | 54.72% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 5,774 | $633,367.37 | $751,774.8 | $118,407.43 | 18.69% |
| CAL CSM Advisors LLC CSM Advisors LLC | 10,162 | $1.13M | $1.38M | $251,646.79 | 22.29% |
Carrie Delgott Wescott Financial Advisory Group LLC | 132,124 | $11.88M | $17.2M | $5.32M | 44.78% |
Matt Hunter Heartland Bank & Trust Co. | 16,296 | $1.79M | $2.17M | $377,239.26 | 21.09% |
Dipen Mehta Invst LLC | 2,350 | $247,361 | $319,247.52 | $71,886.52 | 29.06% |