| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Cole Holmlund Alaethes Wealth LLC | 4,689 | $502,946.65 | $494,642.61 | -$8,304.04 | -1.65% |
Marc Trottier Coerente Capital Management | 215,541 | $21.08M | $22.74M | $1.66M | 7.88% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 8,313 | $731,623.68 | $876,938.37 | $145,314.69 | 19.86% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 7,432 | $663,657.18 | $784,001.68 | $120,344.5 | 18.13% |
John Nowicki LCM Capital Management Inc. | 2,898 | $301,211.43 | $305,710.02 | $4,498.59 | 1.49% |
Kyle P. Smith NewEdge Wealth LLC | 61,447 | $5.43M | $6.48M | $1.05M | 19.28% |
Matt Hunter Heartland Bank & Trust Co. | 3,437 | $321,145.07 | $362,569.13 | $41,424.06 | 12.9% |
| SL Shad Lamm Keystone Wealth Services LLC | 15,644 | $1.56M | $1.65M | $86,608.13 | 5.54% |
| DM Dipen Mehta Invst LLC | 10,382 | $930,123.38 | $1.1M | $165,073.8 | 17.75% |
Kasey Fegan Corsicana & Co. | 1,787 | $169,389.37 | $188,510.63 | $19,121.26 | 11.29% |
| TCL Therese C.D. Linden Bank of New Hampshire | 171 | $19,119.51 | $18,038.79 | -$1,080.72 | -5.65% |
Joseph Castro Nuveen LLC | 9.2M | $902M | $970.05M | $68.05M | 7.54% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 10,137 | $946,774.63 | $1.07M | $122,577.5 | 12.95% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 3,365 | $316,444 | $354,973.85 | $38,529.85 | 12.18% |
Kevin B. Crawford JB Capital LLC | 2,808 | $258,686.4 | $296,215.92 | $37,529.52 | 14.51% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 4,169 | $388,424.56 | $439,787.81 | $51,363.25 | 13.22% |
| BO Brian Oliveira Clear Street Group Inc. | 12,338 | $1.07M | $1.3M | $235,378.7 | 22.08% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 642 | $59,595.48 | $67,724.58 | $8,129.1 | 13.64% |
Kimberly Cappellano Private Wealth Asset Management LLC | 542 | $52,880.66 | $57,175.58 | $4,294.92 | 8.12% |
| SE Sima Elimelech Activest Wealth Management | 455 | $46,377.55 | $47,997.95 | $1,620.4 | 3.49% |