| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 55,556 | $8.41M | $18.44M | $10.02M | 119.08% |
Kyle P. Smith NewEdge Wealth LLC | 56,508 | $10.53M | $20.56M | $10.03M | 95.26% |
John Ledford FWG Holdings LLC | 3,797 | $523,553 | $1.46M | $935,710.08 | 178.72% |
Mack, Connie Clarity Financial LLC | 1,752 | $322,717.49 | $581,366.14 | $258,648.65 | 80.15% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 6,863 | $2.34M | $2.64M | $297,168.05 | 12.7% |
Jessica Clark Caerus Investment Advisors LLC | 754 | $257,129.07 | $289,777.29 | $32,648.22 | 12.7% |
| CAL CSM Advisors LLC CSM Advisors LLC | 27,254 | $4.37M | $10.47M | $6.1M | 139.72% |
| GAG Goodman Advisory Group LLC Goodman Advisory Group LLC | 31,051 | $5.97M | $12.02M | $6.05M | 101.24% |
Matt Hunter Heartland Bank & Trust Co. | 5,520 | $934,159.91 | $2.14M | $1.2M | 128.69% |
Shad Lamm Keystone Wealth Services LLC | 871 | $297,028.41 | $320,580.26 | $23,551.85 | 7.93% |
Dipen Mehta Invst LLC | 6,190 | $1.08M | $2.38M | $1.3M | 120.1% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 18,160 | $3.54M | $6.53M | $2.99M | 84.25% |
Kasey Fegan Corsicana & Co. | 24 | $4,886.88 | $7,963.92 | $3,077.04 | 62.97% |
| YL Yosef Levy Y.D. More Investments Ltd. | 592,718 | $99.19M | $218.16M | $118.97M | 119.94% |
Joseph Castro Nuveen LLC | 9.01M | $1.8B | $3.47B | $1.67B | 92.63% |
William Jeffrey Draper Strategic Planning Group LLC | 23,323 | $4.72M | $7.74M | $3.02M | 63.91% |
Spencer Rand Five Oceans Advisors | 836 | $285,092.71 | $277,409.87 | -$7,682.84 | -2.69% |
S. Hardy Taylor Heritage Investment Group Inc. | 757 | $258,152.13 | $251,195.3 | -$6,956.83 | -2.69% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 872 | $297,369.43 | $317,285.91 | $19,916.48 | 6.7% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 960 | $327,379.19 | $318,556.79 | -$8,822.4 | -2.69% |