| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WN William Newman Sky Investment Group LLC | 1,185 | $284,865.58 | $558,478.66 | $273,613.08 | 96.05% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 5,011 | $2.01M | $2.29M | $278,104.28 | 13.81% |
Bridgewater Associates LP Bridgewater Associates LP | 4,989 | $2.45M | $2.25M | -$202,278.77 | -8.25% |
Private Capital Private Capital Management | 913 | $355,339.78 | $424,873.68 | $69,533.9 | 19.57% |
Field & Main Bank Field & Main Bank | 257 | $108,443.72 | $118,566.95 | $10,123.23 | 9.34% |
Winthrop Advisory Group Winthrop Advisory Group LLC | 1,984 | $231,252.02 | $911,925.76 | $680,673.74 | 294.34% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 795 | $339,122.77 | $365,866.94 | $26,744.17 | 7.89% |
| YA Yinka Akinsola Blue Trust Inc. | 2,154 | $810,008.62 | $1.02M | $205,150.06 | 25.33% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 10,436 | $3.61M | $4.8M | $1.19M | 32.89% |
Richard Zito Flynn Zito Capital Management LLC | 582 | $254,572.62 | $271,840.56 | $17,267.94 | 6.78% |
Jeff Ameen Spire Wealth Management | 9,340 | $3.69M | $4.27M | $586,435.02 | 15.91% |
Michelle Dubey Yousif Capital Management LLC | 21,839 | $4.39M | $9.99M | $5.6M | 127.49% |
Keith Dubauskas One Plus One Wealth Management LLC | 784 | $129,799.04 | $359,769.76 | $229,970.72 | 177.17% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 15,686 | $4.04M | $7.07M | $3.03M | 74.84% |
Kyle P. Smith NewEdge Wealth LLC | 4,272 | $1.69M | $1.94M | $250,760.83 | 14.86% |
John Ledford FWG Holdings LLC | 2,711 | $501,723.08 | $1.24M | $742,978.35 | 148.09% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 2,118 | $1.04M | $973,485.75 | -$66,791.13 | -6.42% |
| CAL CSM Advisors LLC CSM Advisors LLC | 8,355 | $3.48M | $3.85M | $368,379.7 | 10.58% |
Carrie Delgott Wescott Financial Advisory Group LLC | 1,741 | $314,671.07 | $803,976.39 | $489,305.32 | 155.5% |
Shad Lamm Keystone Wealth Services LLC | 5,198 | $1.05M | $2.4M | $1.35M | 128.23% |