| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Blue Zone Wealth Advisors Blue Zone Wealth Advisors LLC | 23,800 | $2M | $4.46M | $2.46M | 123.1% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 2,467 | $244,385 | $462,710.52 | $218,325.52 | 89.34% |
Daniel Russell Naviter Wealth LLC | 1,424 | $424,195.37 | $311,457.28 | -$112,738.09 | -26.58% |
| RR rosemary richard WCG Wealth Advisors LLC | 12,110 | $1.03M | $2.27M | $1.24M | 120.71% |
| YA Yinka Akinsola Blue Trust Inc. | 1,804 | $141,662.74 | $338,358.24 | $196,695.5 | 138.85% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 33,855 | $2.22M | $6.35M | $4.13M | 186.02% |
Jeff Ameen Spire Wealth Management | 33,035 | $3.36M | $6.2M | $2.84M | 84.36% |
Michelle Dubey Yousif Capital Management LLC | 14,858 | $1.09M | $2.79M | $1.7M | 156.08% |
Jason Kaplan Howard Capital Management Group LLC | 850 | $253,206.51 | $159,426 | -$93,780.51 | -37.04% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 7,918 | $600,934.97 | $1.49M | $884,165.11 | 147.13% |
John Nowicki LCM Capital Management Inc. | 1,838 | $547,521.84 | $344,735.28 | -$202,786.56 | -37.04% |
Kyle P. Smith NewEdge Wealth LLC | 14,925 | $1.18M | $3.26M | $2.08M | 175.68% |
John Ledford FWG Holdings LLC | 5,522 | $464,234.54 | $1.04M | $571,471.78 | 123.1% |
Matthew Carney Nfj Investment Group LLC | 909,757 | $76.97M | $170.63M | $93.66M | 121.68% |
| GAG Goodman Advisory Group LLC Goodman Advisory Group LLC | 1,053 | $104,299.65 | $197,500.68 | $93,201.03 | 89.36% |
Matt Hunter Heartland Bank & Trust Co. | 3,151 | $312,106.55 | $591,001.56 | $278,895.01 | 89.36% |
Shad Lamm Keystone Wealth Services LLC | 1,106 | $329,466.35 | $237,441.61 | -$92,024.74 | -27.93% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 7,203 | $612,110.94 | $1.52M | $904,408.68 | 147.75% |
| CPS Chow Pak Sun Gordian Capital Singapore Pte Ltd. | 1,600 | $158,330.2 | $300,096 | $141,765.8 | 89.54% |
Jerry Jiang Maytree Asset Management Ltd. | 39,579 | $11.79M | $8.5M | -$3.29M | -27.93% |