| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jonathan J. Marshall Spectrum Investment Advisors Inc. | 2,910 | $608,306 | $591,282.9 | -$17,023.1 | -2.8% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 50,625 | $6.71M | $11M | $4.29M | 63.97% |
Richard Zito Flynn Zito Capital Management LLC | 2,527 | $222,137.8 | $531,731.34 | $309,593.54 | 139.37% |
Jeff Ameen Spire Wealth Management | 9,096 | $934,618.44 | $1.91M | $979,361.88 | 104.79% |
Drew Waldron Canvas Wealth Advisors LLC | 2,165 | $227,672.66 | $455,559.3 | $227,886.64 | 100.09% |
Michelle Dubey Yousif Capital Management LLC | 141,081 | $13.79M | $29.69M | $15.9M | 115.33% |
Cole Holmlund Alaethes Wealth LLC | 20,612 | $1.7M | $4.48M | $2.78M | 163.48% |
Jason Kaplan Howard Capital Management Group LLC | 1,316 | $165,447.52 | $276,912.72 | $111,465.2 | 67.37% |
Donna Rittershausen Koss-Olinger Consulting LLC | 1,999 | $234,147.03 | $432,323.73 | $198,176.7 | 84.64% |
Jennifer Easley Gitterman Wealth Management LLC | 2,365 | $269,724.39 | $497,643.3 | $227,918.91 | 84.5% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 10,433 | $1.41M | $2.2M | $788,043.94 | 56% |
Kyle P. Smith NewEdge Wealth LLC | 181,267 | $37.01M | $39.2M | $2.2M | 5.94% |
Mack, Connie Clarity Financial LLC | 1,021 | $213,459 | $214,838.82 | $1,379.82 | 0.65% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 958 | $114,956.07 | $208,221.31 | $93,265.24 | 81.13% |
Derek Batts Union Heritage Capital LLC | 32,814 | $2.63M | $7.13M | $4.5M | 170.98% |
Matthew Carney Nfj Investment Group LLC | 199,329 | $24.78M | $42.92M | $18.14M | 73.2% |
Matt Hunter Heartland Bank & Trust Co. | 8,793 | $1.54M | $1.91M | $370,883.07 | 24.04% |
Shad Lamm Keystone Wealth Services LLC | 1,063 | $222,209.51 | $232,021.01 | $9,811.5 | 4.42% |
Dipen Mehta Invst LLC | 988 | $206,531.51 | $214,741.81 | $8,210.3 | 3.98% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 29,059 | $2.66M | $6.11M | $3.46M | 129.99% |