| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 282 | $83,018.83 | $88,739.76 | $5,720.93 | 6.89% |
| MD Michelle Dubey Yousif Capital Management LLC | 23,859 | $8.56M | $7.51M | -$1.05M | -12.27% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 1,086 | $326,533.74 | $343,197.72 | $16,663.98 | 5.1% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 4,634 | $1.4M | $1.47M | $67,008.35 | 4.79% |
Kyle P. Smith NewEdge Wealth LLC | 830 | $215,385 | $262,670.1 | $47,285.1 | 21.95% |
Mack, Connie Clarity Financial LLC | 925 | $273,086.82 | $292,836.5 | $19,749.68 | 7.23% |
Matt Hunter Heartland Bank & Trust Co. | 933 | $268,666.23 | $295,369.14 | $26,702.91 | 9.94% |
| YL Yosef Levy Y.D. More Investments Ltd. | 349 | $94,537.12 | $110,554.47 | $16,017.35 | 16.94% |
| TCL Therese C.D. Linden Bank of New Hampshire | 270 | $105,080.4 | $86,057.1 | -$19,023.3 | -18.1% |
Joseph Castro Nuveen LLC | 820,697 | $245.33M | $259.74M | $14.41M | 5.87% |
| HP Hannah Perry Crestmont Private Wealth LLC | 1,499 | $429,284.39 | $474,845.72 | $45,561.33 | 10.61% |
| JDK James D. King Lindenwold Advisors Inc. | 4,275 | $1.57M | $1.35M | -$213,070.65 | -13.59% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 302 | $110,263.11 | $95,579.98 | -$14,683.13 | -13.32% |
Brian Baylis Bell Investment Advisors Inc. | 38 | $11,329.94 | $12,056.64 | $726.7 | 6.41% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 4,850 | $1.35M | $1.53M | $189,845.34 | 14.11% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 7,366 | $2.13M | $2.32M | $196,156.58 | 9.22% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 1,286 | $371,461.1 | $404,678.48 | $33,217.38 | 8.94% |
| DC Donie Carlson DMC Group LLC | 967 | $250,936.5 | $306,045.83 | $55,109.33 | 21.96% |
Bobby Adusumilli SJS Investment Consulting Inc. | 46 | $12,945.67 | $14,512.08 | $1,566.41 | 12.1% |
Kea Molnar Cromwell Holdings LLC | 487 | $140,086 | $155,221.51 | $15,135.51 | 10.8% |