| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 4,000 | $56,600 | $69,880 | $13,280 | 23.46% |
Kyle P. Smith NewEdge Wealth LLC | 435,673 | $5.85M | $7.64M | $1.79M | 30.55% |
Matthew Carney Nfj Investment Group LLC | 80 | $1,132 | $1,422.8 | $290.8 | 25.69% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 10,864 | $185,806.6 | $190,717.52 | $4,910.92 | 2.64% |
Joseph Castro Nuveen LLC | 201,401 | $3.55M | $3.54M | -$6,031.4 | -0.17% |
Spencer Rand Five Oceans Advisors | 12,684 | $78,919.04 | $225,584.94 | $146,665.9 | 185.84% |
Kimberly Cappellano Private Wealth Asset Management LLC | 147 | $1,752 | $2,598.96 | $846.96 | 48.34% |
Sima Elimelech Activest Wealth Management | 175 | $1,324.6 | $3,080 | $1,755.4 | 132.52% |
Brian Baylis Bell Investment Advisors Inc. | 730 | $8,145.7 | $12,753.1 | $4,607.4 | 56.56% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 52,621 | $665,697.16 | $919,288.87 | $253,591.71 | 38.09% |
Bobby Adusumilli SJS Investment Consulting Inc. | 479 | $8,382.5 | $8,368.13 | -$14.37 | -0.17% |
Kea Molnar Cromwell Holdings LLC | 10,973 | $88,113 | $192,192.09 | $104,079.09 | 118.12% |
Dinan Hu R Squared Ltd | 18,727 | $330,157 | $327,628.86 | -$2,528.14 | -0.77% |
Parth Karia Capricorn Fund Managers Ltd. | 587,290 | $10.19M | $10.44M | $246,661.8 | 2.42% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 83 | $1,440.05 | $1,460.8 | $20.75 | 1.44% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 13,607 | $209,400.95 | $238,666.78 | $29,265.83 | 13.98% |
Dominic Corabi Wedmont Private Capital | 11,216 | $203,570.4 | $195,494.88 | -$8,075.52 | -3.97% |
Candace Cavalier Congress Wealth Management LLC / DE / | 32,038 | $310,027.26 | $561,145.57 | $251,118.31 | 81% |
Clint Dunn Beaird Harris Wealth Management LLC | 34 | $481.1 | $595.51 | $114.41 | 23.78% |
Sean Reitenbach Prosperity Consulting Group LLC | 65,428 | $974,877.2 | $1.15M | $172,402.78 | 17.68% |