| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 2,538 | $622,342.06 | $732,745.98 | $110,403.92 | 17.74% |
Michelle Dubey Yousif Capital Management LLC | 66,654 | $16.66M | $19.24M | $2.58M | 15.52% |
Daren Blonski Fermata Advisors LLC | 763 | $207,635.19 | $219,537.99 | $11,902.8 | 5.73% |
Cole Holmlund Alaethes Wealth LLC | 7,626 | $1.67M | $2.2M | $522,156.38 | 31.18% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 5,972 | $1.38M | $1.72M | $338,415.28 | 24.56% |
Jason Kaplan Howard Capital Management Group LLC | 2,207 | $505,572.74 | $637,911.28 | $132,338.54 | 26.18% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 4,157 | $923,947.53 | $1.2M | $273,725.74 | 29.63% |
Michael Puryear Westwood Wealth Management | 2,250 | $545,895 | $650,227.5 | $104,332.5 | 19.11% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 2,859 | $729,110.75 | $823,020.33 | $93,909.58 | 12.88% |
Kyle P. Smith NewEdge Wealth LLC | 128,416 | $29.23M | $37.06M | $7.83M | 26.79% |
John Ledford FWG Holdings LLC | 2,429 | $660,688 | $705,430.18 | $44,742.18 | 6.77% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 3,350 | $868,316.5 | $960,210.5 | $91,894 | 10.58% |
Jessica Clark Caerus Investment Advisors LLC | 1,226 | $289,112.92 | $352,370.79 | $63,257.87 | 21.88% |
Matt Hunter Heartland Bank & Trust Co. | 4,481 | $1.04M | $1.29M | $253,193.41 | 24.35% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 17,460 | $4.18M | $5.04M | $857,380.47 | 20.52% |
Kasey Fegan Corsicana & Co. | 7,330 | $1.63M | $2.11M | $480,130.34 | 29.52% |
| YL Yosef Levy Y.D. More Investments Ltd. | 16,987 | $3.97M | $4.88M | $908,665.27 | 22.89% |
| TCL Therese C.D. Linden Bank of New Hampshire | 1,943 | $428,655.99 | $557,971.31 | $129,315.32 | 30.17% |
Joseph Castro Nuveen LLC | 4.33M | $1.02B | $1.25B | $228.94M | 22.42% |
| MPM Mark P. Mennitt CenterBook Partners LP | 9,856 | $2.39M | $2.84M | $443,914.24 | 18.56% |