| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 2,527 | $348,025.72 | $365,429.47 | $17,403.75 | 5% |
Michelle Dubey Yousif Capital Management LLC | 135,106 | $20.6M | $19.54M | -$1.06M | -5.16% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 31,484 | $3.84M | $4.55M | $710,378.63 | 18.49% |
Kyle P. Smith NewEdge Wealth LLC | 11,978 | $1.49M | $1.68M | $189,342.34 | 12.72% |
Matthew Carney Nfj Investment Group LLC | 520,084 | $58.55M | $72.17M | $13.62M | 23.25% |
Jessica Clark Caerus Investment Advisors LLC | 2,909 | $371,362.94 | $410,256.27 | $38,893.33 | 10.47% |
Matt Hunter Heartland Bank & Trust Co. | 4,685 | $544,543.62 | $659,320.05 | $114,776.43 | 21.08% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 6,219 | $738,831.16 | $872,836.65 | $134,005.49 | 18.14% |
| YL Yosef Levy Y.D. More Investments Ltd. | 23 | $2,857.34 | $3,198.15 | $340.81 | 11.93% |
| TCL Therese C.D. Linden Bank of New Hampshire | 236 | $26,689.9 | $34,127.96 | $7,438.06 | 27.87% |
Joseph Castro Nuveen LLC | 10.52M | $1.18B | $1.46B | $283.72M | 24.13% |
| MPM Mark P. Mennitt CenterBook Partners LP | 6,322 | $856,441.34 | $877,240.72 | $20,799.38 | 2.43% |
| HP Hannah Perry Crestmont Private Wealth LLC | 6,816 | $923,363.52 | $955,330.56 | $31,967.04 | 3.46% |
| TH Teodora Harrop Border to Coast Pensions Partnership Ltd | 145,000 | $19.19M | $20.97M | $1.77M | 9.24% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 11,918 | $1.46M | $1.72M | $265,077.3 | 18.18% |
Katie Smith Delos Wealth Advisors LLC | 92 | $12,463.24 | $12,974.76 | $511.52 | 4.1% |
Kevin B. Crawford JB Capital LLC | 146,401 | $17.1M | $21.17M | $4.07M | 23.77% |
| EJL Emery J. Levick US Asset Management LLC | 4,600 | $577,052.25 | $647,358 | $70,305.75 | 12.18% |
Kimberly Cappellano Private Wealth Asset Management LLC | 338 | $39,525.88 | $46,900.88 | $7,375 | 18.66% |
Sima Elimelech Activest Wealth Management | 734 | $91,718.02 | $106,143.74 | $14,425.72 | 15.73% |