| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dipen Mehta Invst LLC | 5,742 | $969,797.88 | $2.46M | $1.49M | 153.83% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 607 | $261,471.86 | $261,471.32 | -$0.54 | - |
| YL Yosef Levy Y.D. More Investments Ltd. | 2,155 | $1.81M | $918,148.52 | -$890,672.48 | -49.24% |
Joseph Castro Nuveen LLC | 153,769 | $30.13M | $69.67M | $39.54M | 131.22% |
William Jeffrey Draper Strategic Planning Group LLC | 13,976 | $5.75M | $6.07M | $325,473.82 | 5.67% |
| RS Richard Sproll Tejara Capital Ltd. | 589 | $494,383 | $255,260.82 | -$239,122.18 | -48.37% |
Richard Slavik Newbridge Financial Services Group Inc. | 84 | $33,907.56 | $38,057.88 | $4,150.32 | 12.24% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 998 | $411,945.64 | $427,443.4 | $15,497.76 | 3.76% |
Brian Baylis Bell Investment Advisors Inc. | 24 | $6,045.71 | $10,710 | $4,664.29 | 77.15% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 11,314 | $4.61M | $5.05M | $441,019.72 | 9.57% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 966 | $203,493.35 | $416,317.02 | $212,823.67 | 104.59% |
Bobby Adusumilli SJS Investment Consulting Inc. | 5 | $2,047.77 | $2,231.25 | $183.48 | 8.96% |
Kea Molnar Cromwell Holdings LLC | 5 | $4,197 | $2,159.4 | -$2,037.6 | -48.55% |
Christopher Moore Paralel Advisors LLC | 5,672 | $4.76M | $2.44M | -$2.32M | -48.77% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 26,861 | $22.06M | $11.44M | -$10.61M | -48.12% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 1,402 | $532,259.32 | $609,575.58 | $77,316.26 | 14.53% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 588 | $180,063.24 | $262,395 | $82,331.76 | 45.72% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 38 | $13,065.57 | $17,216.66 | $4,151.09 | 31.77% |
Candace Cavalier Congress Wealth Management LLC / DE / | 92,177 | $7.39M | $39.65M | $32.26M | 436.27% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 530 | $180,030.4 | $228,414.1 | $48,383.7 | 26.88% |