| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 30,957 | $4.14M | $4.48M | $340,472.68 | 8.23% |
Drew Waldron Canvas Wealth Advisors LLC | 1,823 | $219,609.92 | $267,871.62 | $48,261.7 | 21.98% |
Michelle Dubey Yousif Capital Management LLC | 123,007 | $9.35M | $17.78M | $8.44M | 90.29% |
Jason Kaplan Howard Capital Management Group LLC | 247,582 | $28.24M | $36.21M | $7.97M | 28.23% |
Marc Trottier Coerente Capital Management | 3,855 | $592,166.55 | $567,783.67 | -$24,382.88 | -4.12% |
James Bennett Marathon Asset Management Ltd. | 102,861 | $7.97M | $14.85M | $6.88M | 86.39% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 52,495 | $3.98M | $7.58M | $3.6M | 90.56% |
Kyle P. Smith NewEdge Wealth LLC | 85,961 | $10.16M | $12.42M | $2.26M | 22.27% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 584 | $93,264.8 | $85,818.8 | -$7,446 | -7.98% |
Derek Batts Union Heritage Capital LLC | 19,109 | $1.37M | $2.76M | $1.39M | 101.15% |
Jessica Clark Caerus Investment Advisors LLC | 4,693 | $711,235.49 | $690,035.25 | -$21,200.24 | -2.98% |
| CAL CSM Advisors LLC CSM Advisors LLC | 40,818 | $6.18M | $6M | -$179,599.2 | -2.9% |
Carrie Delgott Wescott Financial Advisory Group LLC | 1,747 | $270,658.69 | $257,009.9 | -$13,648.79 | -5.04% |
Matt Hunter Heartland Bank & Trust Co. | 6,258 | $643,265.53 | $921,928.62 | $278,663.09 | 43.32% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 35,323 | $3.97M | $5.11M | $1.14M | 28.86% |
| YL Yosef Levy Y.D. More Investments Ltd. | 11,199 | $1.28M | $1.65M | $368,658.29 | 28.82% |
| TCL Therese C.D. Linden Bank of New Hampshire | 47,200 | $3.37M | $6.94M | $3.57M | 105.76% |
| DKK David K. Kruft Sageworth Trust Co. of South Dakota | 26,441 | $2.7M | $3.82M | $1.12M | 41.37% |
Joseph Castro Nuveen LLC | 11.41M | $1.47B | $1.65B | $178.68M | 12.14% |
| MPM Mark P. Mennitt CenterBook Partners LP | 69,372 | $10.55M | $10.2M | -$348,549.12 | -3.31% |