| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YA Yinka Akinsola Blue Trust Inc. | 14,240 | $142,285.92 | $214,454.4 | $72,168.48 | 50.72% |
Michelle Dubey Yousif Capital Management LLC | 40,389 | $557,925.33 | $608,258.34 | $50,333.01 | 9.02% |
Kyle P. Smith NewEdge Wealth LLC | 27,226 | $313,775.27 | $405,395.14 | $91,619.87 | 29.2% |
| TCL Therese C.D. Linden Bank of New Hampshire | 9,643 | $150,533.48 | $145,223.58 | -$5,309.9 | -3.53% |
Joseph Castro Nuveen LLC | 3.49M | $36.33M | $51.96M | $15.63M | 43.02% |
| BO Brian Oliveira Clear Street Group Inc. | 71,267 | $1.04M | $1.03M | -$11,526.44 | -1.11% |
Brian Baylis Bell Investment Advisors Inc. | 422 | $4,221.15 | $6,207.62 | $1,986.47 | 47.06% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 75,365 | $919,128.36 | $1.13M | $215,868.54 | 23.49% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 2.16M | $29.1M | $29.76M | $666,251.48 | 2.29% |
Thomas Herbert VPR Management LLC | 122,010 | $1.94M | $1.66M | -$275,674.4 | -14.21% |
Dominic Corabi Wedmont Private Capital | 25,859 | $373,173.69 | $389,436.54 | $16,262.85 | 4.36% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 1,000 | $16,970 | $15,060 | -$1,910 | -11.26% |
Sara S. Alexander Sonora Investment Management Group LLC | 12,850 | $139,551 | $193,521 | $53,970 | 38.67% |
Penny A. Phillips Journey Strategic Wealth LLC | 12,471 | $140,962.53 | $187,813.26 | $46,850.73 | 33.24% |
Tyler Glazier New Millennium Group LLC | 12,937 | $168,569.11 | $194,831.22 | $26,262.11 | 15.58% |
W. Travis McKinney HB Wealth Management LLC | 10,546 | $167,786.86 | $158,822.76 | -$8,964.1 | -5.34% |
Mark Perrault Intergy Private Wealth LLC | 15,126 | $175,424.39 | $227,797.56 | $52,373.17 | 29.86% |
| LWL Leo Wealth LLC Leo Wealth LLC | 11,924 | $189,711 | $179,575.44 | -$10,135.56 | -5.34% |
Jonathan Straus Commons Capital LLC | 80,000 | $868,800 | $1.2M | $336,000 | 38.67% |
Dalila Toledo Ascent Group LLC | 53,879 | $548,726.66 | $811,417.74 | $262,691.08 | 47.87% |