| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YA Yinka Akinsola Blue Trust Inc. | 1,205 | $147,410.69 | $167,772.15 | $20,361.46 | 13.81% |
Jeff Ameen Spire Wealth Management | 725 | $83,609.71 | $100,941.75 | $17,332.04 | 20.73% |
John Nowicki LCM Capital Management Inc. | 63,009 | $4.97M | $8.77M | $3.81M | 76.62% |
Kyle P. Smith NewEdge Wealth LLC | 3,562 | $418,592.74 | $501,921.42 | $83,328.68 | 19.91% |
| KCM Kennicott Capital Management LLC Kennicott Capital Management LLC | 6,150 | $560,079.25 | $856,264.5 | $296,185.25 | 52.88% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 5,778 | $696,114.79 | $820,591.58 | $124,476.79 | 17.88% |
Joseph Castro Nuveen LLC | 4,076 | $536,402 | $575,531.2 | $39,129.2 | 7.29% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 1,148 | $103,836.6 | $159,836.04 | $55,999.44 | 53.93% |
Hannah Tackett Penobscot Wealth Management | 48,290 | $5.02M | $6.72M | $1.71M | 34% |
Richard Slavik Newbridge Financial Services Group Inc. | 115 | $11,486.2 | $16,402.45 | $4,916.25 | 42.8% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 925 | $123,478.25 | $131,054 | $7,575.75 | 6.14% |
Andrew Endelman Independent Wealth Network Inc. | 1,682 | $221,351.2 | $234,184.86 | $12,833.66 | 5.8% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 13,783 | $1.31M | $1.92M | $611,660.52 | 46.79% |
Bobby Adusumilli SJS Investment Consulting Inc. | 60 | $5,603.4 | $8,353.8 | $2,750.4 | 49.08% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 2,437 | $205,911.88 | $347,175.02 | $141,263.14 | 68.6% |
| VIA Vickerman Investment Advisors Inc. Vickerman Investment Advisors Inc. | 3,880 | $490,361.97 | $553,404.4 | $63,042.43 | 12.86% |
Ryan Charles Stout Theory Financial LLC | 46,809 | $5.96M | $6.52M | $558,431.37 | 9.37% |
Bradley W. Clark Paladin Advisory Group LLC | 834 | $87,847.41 | $116,117.82 | $28,270.41 | 32.18% |
Matthew Liebman Amplius Wealth Advisors LLC | 2,743 | $259,224.54 | $381,907.89 | $122,683.35 | 47.33% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 197,536 | $26.25M | $28.17M | $1.93M | 7.34% |