| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WN William Newman Sky Investment Group LLC | 2,258 | $273,324.6 | $853,117.58 | $579,792.98 | 212.13% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 5,643 | $1.64M | $2.17M | $521,413.47 | 31.7% |
Bridgewater Associates LP Bridgewater Associates LP | 38,570 | $11.01M | $14.69M | $3.67M | 33.34% |
Private Capital Private Capital Management | 1,244 | $360,835 | $481,614.6 | $120,779.6 | 33.47% |
Winthrop Advisory Group Winthrop Advisory Group LLC | 937 | $255,340.12 | $363,228.04 | $107,887.92 | 42.25% |
Vectors Research Management Vectors Research Management LLC | 4,168 | $682,311.93 | $1.6M | $922,284.71 | 135.17% |
SkyOak Wealth SkyOak Wealth LLC | 2,553 | $352,953.81 | $986,428.14 | $633,474.33 | 179.48% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 1,978 | $611,230.88 | $762,242.08 | $151,011.2 | 24.71% |
Daniel Russell Naviter Wealth LLC | 993 | $247,136.92 | $382,305 | $135,168.08 | 54.69% |
| YA Yinka Akinsola Blue Trust Inc. | 4,172 | $994,493.2 | $1.58M | $581,771.88 | 58.5% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 14,621 | $3.78M | $5.63M | $1.86M | 49.15% |
Richard Zito Flynn Zito Capital Management LLC | 1,658 | $379,600.43 | $640,651.2 | $261,050.77 | 68.77% |
Jeff Ameen Spire Wealth Management | 8,607 | $2.31M | $3.3M | $991,636.46 | 42.88% |
Drew Waldron Canvas Wealth Advisors LLC | 935 | $228,796.62 | $361,265.3 | $132,468.68 | 57.9% |
Michelle Dubey Yousif Capital Management LLC | 26,606 | $4.35M | $10.21M | $5.86M | 134.74% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 6,907 | $1.19M | $2.66M | $1.47M | 123.63% |
Jason Kaplan Howard Capital Management Group LLC | 692 | $200,721.52 | $266,416.54 | $65,695.02 | 32.73% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 12,366 | $2.44M | $4.68M | $2.24M | 91.77% |
Kyle P. Smith NewEdge Wealth LLC | 14,064 | $3.22M | $5.38M | $2.17M | 67.4% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 619 | $180,169.22 | $239,707.75 | $59,538.53 | 33.05% |