| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Asio Capital Asio Capital LLC | 7,178 | $3.04M | $5.02M | $1.98M | 65.14% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 799 | $334,582.42 | $537,886.81 | $203,304.39 | 60.76% |
Daniel Russell Naviter Wealth LLC | 3,692 | $2M | $2.49M | $489,137.37 | 24.5% |
| YA Yinka Akinsola Blue Trust Inc. | 2,393 | $1.25M | $1.66M | $408,184.14 | 32.54% |
Jonathan J. Marshall Spectrum Investment Advisors Inc. | 630 | $315,891 | $437,264.1 | $121,373.1 | 38.42% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 12,685 | $6.31M | $8.54M | $2.23M | 35.28% |
Jeff Ameen Spire Wealth Management | 966 | $524,156.61 | $670,123.86 | $145,967.25 | 27.85% |
Drew Waldron Canvas Wealth Advisors LLC | 939 | $395,380.44 | $632,134.81 | $236,754.37 | 59.88% |
Michelle Dubey Yousif Capital Management LLC | 33,508 | $22.17M | $23.34M | $1.17M | 5.28% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 1,869 | $992,471.52 | $1.26M | $265,739.3 | 26.78% |
Jason Kaplan Howard Capital Management Group LLC | 58,470 | $27.06M | $39.36M | $12.31M | 45.48% |
James Bennett Marathon Asset Management Ltd. | 76,168 | $34.59M | $52.91M | $18.32M | 52.94% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 4,350 | $2.32M | $3.02M | $699,146.8 | 30.18% |
John Nowicki LCM Capital Management Inc. | 1,932 | $953,566.52 | $1.3M | $347,055.88 | 36.4% |
Kyle P. Smith NewEdge Wealth LLC | 10,697 | $6.22M | $7.45M | $1.24M | 19.9% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 1,340 | $671,822.39 | $902,088.01 | $230,265.62 | 34.27% |
Ben Rothwell Keystone Financial Services | 749 | $375,518.63 | $504,226.8 | $128,708.17 | 34.27% |
Matt Hunter Heartland Bank & Trust Co. | 1,929 | $980,778.7 | $1.3M | $317,824.12 | 32.41% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 1,631 | $817,718.14 | $1.14M | $321,225.47 | 39.28% |
Kasey Fegan Corsicana & Co. | 7 | $3,395.14 | $4,712.4 | $1,317.26 | 38.8% |