| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YA Yinka Akinsola Blue Trust Inc. | 129,807 | $5.93M | $5.92M | -$15,535.14 | -0.26% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 18,120 | $913,838.06 | $853,361.4 | -$60,476.66 | -6.62% |
Jeff Ameen Spire Wealth Management | 8,363 | $333,955.61 | $389,464.91 | $55,509.3 | 16.62% |
Michelle Dubey Yousif Capital Management LLC | 139,730 | $7.98M | $6.51M | -$1.47M | -18.47% |
Cole Holmlund Alaethes Wealth LLC | 4,694 | $201,795.06 | $218,458.76 | $16,663.7 | 8.26% |
Marc Trottier Coerente Capital Management | 348,674 | $14.53M | $16.42M | $1.89M | 13.02% |
Jennifer Easley Gitterman Wealth Management LLC | 5,147 | $235,320.84 | $245,897.92 | $10,577.08 | 4.49% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 74,875 | $3.35M | $3.48M | $131,194.9 | 3.91% |
Kyle P. Smith NewEdge Wealth LLC | 29,153 | $1.35M | $1.36M | $8,217.01 | 0.61% |
John Ledford FWG Holdings LLC | 5,569 | $211,001.34 | $266,058.97 | $55,057.63 | 26.09% |
Matthew Carney Nfj Investment Group LLC | 467,061 | $13.36M | $22.28M | $8.92M | 66.74% |
Dipen Mehta Invst LLC | 15,500 | $604,599.2 | $730,282.5 | $125,683.3 | 20.79% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 30,736 | $1.35M | $1.43M | $80,287.68 | 5.94% |
| YL Yosef Levy Y.D. More Investments Ltd. | 2,712 | $112,205.2 | $127,735.2 | $15,530 | 13.84% |
Joseph Castro Nuveen LLC | 2.59M | $106.51M | $117.85M | $11.34M | 10.65% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 5,819 | $289,574.9 | $274,453.13 | -$15,121.77 | -5.22% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 21,690 | $952,742 | $1.03M | $72,978.1 | 7.66% |
Richard Slavik Newbridge Financial Services Group Inc. | 819 | $40,788.5 | $37,321.83 | -$3,466.67 | -8.5% |
Kimberly Cappellano Private Wealth Asset Management LLC | 1,358 | $57,327.93 | $62,821.08 | $5,493.15 | 9.58% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 9,108 | $325,372.52 | $432,630 | $107,257.48 | 32.96% |