| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michelle Dubey Yousif Capital Management LLC | 26,864 | $1.54M | $2.47M | $933,186.8 | 60.68% |
Kyle P. Smith NewEdge Wealth LLC | 52,083 | $3.33M | $4.61M | $1.28M | 38.44% |
| CAL CSM Advisors LLC CSM Advisors LLC | 345,744 | $24.48M | $31.29M | $6.8M | 27.78% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 15,015 | $1.17M | $1.32M | $147,928.7 | 12.65% |
Kasey Fegan Corsicana & Co. | 128 | $6,369.28 | $11,773.44 | $5,404.16 | 84.85% |
| YL Yosef Levy Y.D. More Investments Ltd. | 400 | $22,668.03 | $35,104 | $12,435.97 | 54.86% |
| TCL Therese C.D. Linden Bank of New Hampshire | 791 | $70,536.2 | $72,756.18 | $2,219.98 | 3.15% |
Joseph Castro Nuveen LLC | 1.87M | $137.76M | $167.78M | $30.02M | 21.79% |
Richard Slavik Newbridge Financial Services Group Inc. | 509 | $36,281.6 | $46,059.41 | $9,777.81 | 26.95% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 446 | $31,884.84 | $41,023.08 | $9,138.24 | 28.66% |
Kimberly Cappellano Private Wealth Asset Management LLC | 423 | $30,997.7 | $38,048.85 | $7,051.15 | 22.75% |
Christina Forster Pazienza Guardian Partners Inc. | 600 | $44,088 | $55,188 | $11,100 | 25.18% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 25,290 | $1.46M | $2.33M | $867,611.36 | 59.48% |
Brian Baylis Bell Investment Advisors Inc. | 64 | $4,787.04 | $5,664 | $876.96 | 18.32% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 38,664 | $2.89M | $3.48M | $595,908.35 | 20.64% |
Andrew Endelman Independent Wealth Network Inc. | 3,882 | $343,648.96 | $357,066.36 | $13,417.4 | 3.9% |
Larry Herold Herold Advisors Inc. | 21,822 | $1.12M | $2.01M | $889,624.93 | 79.6% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 2,746 | $200,949.18 | $252,577.08 | $51,627.9 | 25.69% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 4,211 | $291,926.4 | $387,327.78 | $95,401.38 | 32.68% |
| DC Donie Carlson DMC Group LLC | 6,648 | $393,947.02 | $611,483.04 | $217,536.02 | 55.22% |