| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YA Yinka Akinsola Blue Trust Inc. | 111,165 | $5M | $5.76M | $760,697.91 | 15.21% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 18,120 | $913,838.06 | $962,081.42 | $48,243.36 | 5.28% |
Jeff Ameen Spire Wealth Management | 8,363 | $333,955.61 | $433,537.92 | $99,582.31 | 29.82% |
Michelle Dubey Yousif Capital Management LLC | 150,889 | $8.64M | $7.82M | -$813,020.14 | -9.42% |
Cole Holmlund Alaethes Wealth LLC | 4,694 | $201,795.06 | $249,227.93 | $47,432.87 | 23.51% |
Marc Trottier Coerente Capital Management | 348,674 | $14.53M | $18.08M | $3.55M | 24.41% |
Jennifer Easley Gitterman Wealth Management LLC | 5,147 | $235,320.84 | $266,820.48 | $31,499.64 | 13.39% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 71,082 | $3.18M | $3.68M | $507,019.18 | 15.95% |
Kyle P. Smith NewEdge Wealth LLC | 29,153 | $1.35M | $1.51M | $160,395.67 | 11.87% |
John Ledford FWG Holdings LLC | 5,569 | $211,001.34 | $295,686.06 | $84,684.72 | 40.13% |
Matthew Carney Nfj Investment Group LLC | 467,061 | $13.36M | $24.22M | $10.86M | 81.27% |
Dipen Mehta Invst LLC | 15,500 | $604,599.2 | $822,972.52 | $218,373.32 | 36.12% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 30,736 | $1.35M | $1.62M | $264,242.64 | 19.54% |
| YL Yosef Levy Y.D. More Investments Ltd. | 2,712 | $112,205.2 | $143,491.92 | $31,286.72 | 27.88% |
Joseph Castro Nuveen LLC | 2.59M | $106.51M | $134.12M | $27.61M | 25.92% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 5,726 | $285,269 | $296,835.84 | $11,566.84 | 4.05% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 21,690 | $952,742 | $1.12M | $171,667.6 | 18.02% |
Richard Slavik Newbridge Financial Services Group Inc. | 815 | $40,603.3 | $43,272.43 | $2,669.13 | 6.57% |
Kimberly Cappellano Private Wealth Asset Management LLC | 1,358 | $57,327.93 | $71,036.98 | $13,709.05 | 23.91% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 9,108 | $325,372.52 | $472,158.72 | $146,786.2 | 45.11% |