| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel Russell Naviter Wealth LLC | 87,272 | $612,508.19 | $818,611.36 | $206,103.17 | 33.65% |
| YA Yinka Akinsola Blue Trust Inc. | 38,796 | $190,328.02 | $371,277.72 | $180,949.7 | 95.07% |
Jeff Ameen Spire Wealth Management | 3,903 | $35,289.21 | $37,351.71 | $2,062.5 | 5.84% |
Michelle Dubey Yousif Capital Management LLC | 15,750 | $76,584.55 | $150,727.5 | $74,142.95 | 96.81% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 150 | $970.5 | $1,413 | $442.5 | 45.6% |
John Nowicki LCM Capital Management Inc. | 54,749 | $230,718.83 | $522,305.46 | $291,586.63 | 126.38% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 18,000 | $91,250 | $172,260 | $81,010 | 88.78% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 10,848 | $63,422.12 | $101,591.52 | $38,169.4 | 60.18% |
| YW Yedi Wong Philosophy Capital Management LLC | 3.15M | $28.57M | $29.03M | $457,750 | 1.6% |
Joseph Castro Nuveen LLC | 384,332 | $5.1M | $3.61M | -$1.49M | -29.22% |
| MPM Mark P. Mennitt CenterBook Partners LP | 17,774 | $231,595.22 | $164,676.11 | -$66,919.11 | -28.89% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 751 | $3,995.32 | $7,044.38 | $3,049.06 | 76.32% |
Spencer Rand Five Oceans Advisors | 24,696 | $96,787.39 | $231,771.96 | $134,984.57 | 139.47% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 10,608 | $138,222.24 | $99,025.68 | -$39,196.56 | -28.36% |
Richard Slavik Newbridge Financial Services Group Inc. | 1,507 | $6,676.01 | $14,421.99 | $7,745.98 | 116.03% |
| BO Brian Oliveira Clear Street Group Inc. | 2.62M | $34.37M | $24.96M | -$9.42M | -27.39% |
Kimberly Cappellano Private Wealth Asset Management LLC | 193 | $1,008.15 | $1,805.51 | $797.36 | 79.09% |
Brian Baylis Bell Investment Advisors Inc. | 470 | $2,561.5 | $4,497.9 | $1,936.4 | 75.6% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 29,338 | $389,724 | $270,349.67 | -$119,374.33 | -30.63% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 3.59M | $46.17M | $34.32M | -$11.86M | -25.68% |