| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 377 | $4,899.87 | $9,334.52 | $4,434.65 | 90.51% |
Michelle Dubey Yousif Capital Management LLC | 10,957 | $110,296.34 | $271,295.32 | $160,998.98 | 145.97% |
Kyle P. Smith NewEdge Wealth LLC | 39,951 | $782,168.66 | $987,388.96 | $205,220.3 | 26.24% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 12,285 | $291,277.35 | $303,746.62 | $12,469.27 | 4.28% |
Joseph Castro Nuveen LLC | 155,052 | $3.66M | $3.84M | $181,432 | 4.96% |
Spencer Rand Five Oceans Advisors | 24,405 | $189,372.65 | $612,077.4 | $422,704.75 | 223.21% |
Richard Slavik Newbridge Financial Services Group Inc. | 197 | $3,890.75 | $4,875.75 | $985 | 25.32% |
Kimberly Cappellano Private Wealth Asset Management LLC | 125 | $1,933 | $3,080 | $1,147 | 59.34% |
Brian Baylis Bell Investment Advisors Inc. | 384 | $5,174.74 | $9,507.84 | $4,333.1 | 83.74% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 540,271 | $7.54M | $13.38M | $5.84M | 77.39% |
Christopher Davis Burns Matteson Capital Management LLC | 27,457 | $485,856.54 | $679,560.75 | $193,704.21 | 39.87% |
Bobby Adusumilli SJS Investment Consulting Inc. | 1,116 | $23,171.22 | $27,632.16 | $4,460.94 | 19.25% |
Kea Molnar Cromwell Holdings LLC | 13,841 | $185,608 | $342,287.93 | $156,679.93 | 84.41% |
David Lemanski Channing Global Advisors LLC | 25,513 | $435,674.2 | $630,681.36 | $195,007.16 | 44.76% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 345 | $6,668.85 | $8,542.2 | $1,873.35 | 28.09% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 97 | $2,299.87 | $2,400.75 | $100.88 | 4.39% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 11,877 | $281,603.67 | $293,658.82 | $12,055.15 | 4.28% |
Dominic Corabi Wedmont Private Capital | 12,269 | $146,869.33 | $303,044.3 | $156,174.97 | 106.34% |
Barry Oliver Capital Performance Advisors LLP | 8,907 | $139,789.36 | $220,938.13 | $81,148.77 | 58.05% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 561 | $4,521.27 | $13,985.73 | $9,464.46 | 209.33% |