| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Drew Waldron Canvas Wealth Advisors LLC | 11,300 | $291,012.72 | $334,141 | $43,128.28 | 14.82% |
Michelle Dubey Yousif Capital Management LLC | 525,468 | $30.19M | $15.47M | -$14.73M | -48.77% |
Daren Blonski Fermata Advisors LLC | 14,300 | $365,109.88 | $422,922.5 | $57,812.62 | 15.83% |
| AL Acas LLC Acas LLC | 13,097 | $654,490.07 | $387,409.26 | -$267,080.81 | -40.81% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 432,091 | $12.81M | $12.78M | -$30,130.14 | -0.24% |
Jason Kaplan Howard Capital Management Group LLC | 10,181 | $429,057.5 | $301,153.98 | -$127,903.52 | -29.81% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 24,537 | $988,139.05 | $725,191.03 | -$262,948.02 | -26.61% |
Marc Trottier Coerente Capital Management | 711,299 | $18.05M | $21.03M | $2.99M | 16.55% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 7,851 | $223,910.52 | $233,174.7 | $9,264.18 | 4.14% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 160 | $5,735.6 | $4,727.2 | -$1,008.4 | -17.58% |
John Nowicki LCM Capital Management Inc. | 14,441 | $550,333.79 | $427,814.62 | -$122,519.17 | -22.26% |
Kyle P. Smith NewEdge Wealth LLC | 83,856 | $2.25M | $2.48M | $238,136.37 | 10.6% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 7,078 | $188,775.03 | $209,508.8 | $20,733.77 | 10.98% |
| CAL CSM Advisors LLC CSM Advisors LLC | 889,436 | $21.68M | $26.29M | $4.61M | 21.28% |
Matt Hunter Heartland Bank & Trust Co. | 21,716 | $609,785.28 | $641,599.22 | $31,813.94 | 5.22% |
Shad Lamm Keystone Wealth Services LLC | 9,081 | $484,054.96 | $268,298.14 | -$215,756.82 | -44.57% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 145,419 | $3.74M | $4.31M | $570,349.45 | 15.26% |
Kasey Fegan Corsicana & Co. | 2,615 | $99,166.4 | $77,325.55 | -$21,840.85 | -22.02% |
| YL Yosef Levy Y.D. More Investments Ltd. | 32,930 | $823,722.72 | $970,776.4 | $147,053.68 | 17.85% |
Joseph Castro Nuveen LLC | 14.45M | $364.5M | $421.96M | $57.46M | 15.76% |