| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DG Dana Glandien Siemens Fonds Invest GmbH | 29,576 | $2.74M | $2.81M | $65,749.95 | 2.4% |
Richard Zito Flynn Zito Capital Management LLC | 6,671 | $354,449.85 | $605,793.51 | $251,343.66 | 70.91% |
Jeff Ameen Spire Wealth Management | 15,207 | $1.18M | $1.38M | $201,766.84 | 17.11% |
Michelle Dubey Yousif Capital Management LLC | 65,909 | $4.34M | $5.99M | $1.64M | 37.8% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 218,326 | $15.88M | $19.83M | $3.95M | 24.85% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 3,182 | $254,455.4 | $288,957.42 | $34,502.02 | 13.56% |
Kyle P. Smith NewEdge Wealth LLC | 13,598 | $1.07M | $1.18M | $101,043.78 | 9.41% |
Mack, Connie Clarity Financial LLC | 186,500 | $16.21M | $16.94M | $721,719.01 | 4.45% |
Matthew Carney Nfj Investment Group LLC | 37,392 | $2.52M | $3.38M | $856,287.53 | 33.96% |
Kasey Fegan Corsicana & Co. | 770 | $57,156.75 | $69,923.7 | $12,766.95 | 22.34% |
| YL Yosef Levy Y.D. More Investments Ltd. | 1,671 | $134,149.45 | $145,301.8 | $11,152.35 | 8.31% |
| TCL Therese C.D. Linden Bank of New Hampshire | 699 | $47,210.37 | $63,476.19 | $16,265.82 | 34.45% |
Joseph Castro Nuveen LLC | 3.97M | $375.01M | $358.7M | -$16.31M | -4.35% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 32,962 | $2.53M | $2.85M | $315,968.14 | 12.48% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 4,516 | $402,674.34 | $410,097.96 | $7,423.62 | 1.84% |
Sima Elimelech Activest Wealth Management | 49 | $4,260.06 | $4,449.69 | $189.63 | 4.45% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 2,475 | $223,715.25 | $224,754.75 | $1,039.5 | 0.46% |
Brian Baylis Bell Investment Advisors Inc. | 1,677 | $148,511.83 | $144,926.34 | -$3,585.49 | -2.41% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 8,967 | $800,100.47 | $814,293.27 | $14,192.8 | 1.77% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 421,658 | $34.25M | $38.99M | $4.74M | 13.85% |