| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Vectors Research Management Vectors Research Management LLC | 59,268 | $4.85M | $5.37M | $520,675.52 | 10.74% |
Colton Groome Financial Advisors LLC Colton Groome Financial Advisors LLC | 2,890 | $202,906.9 | $261,805.1 | $58,898.2 | 29.03% |
Schwarz Dygos Wheeler Investment Schwarz Dygos Wheeler Investment Advisors LLC | 142,574 | $7.84M | $13.2M | $5.36M | 68.42% |
| YA Yinka Akinsola Blue Trust Inc. | 3.46M | $198.61M | $313.18M | $114.57M | 57.68% |
Jeff Ameen Spire Wealth Management | 12,558 | $855,629.27 | $1.14M | $281,999.95 | 32.96% |
Kyle P. Smith NewEdge Wealth LLC | 13,232 | $883,340.95 | $1.23M | $342,074.57 | 38.73% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 25,473 | $2.04M | $2.34M | $303,440.66 | 14.9% |
Joseph Castro Nuveen LLC | 3,911 | $346,209 | $360,828.86 | $14,619.86 | 4.22% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 1,584 | $106,539.84 | $143,494.56 | $36,954.72 | 34.69% |
Hannah Tackett Penobscot Wealth Management | 2,731 | $182,957.93 | $247,401.29 | $64,443.36 | 35.22% |
S. Hardy Taylor Heritage Investment Group Inc. | 3,060 | $169,646.4 | $277,205.4 | $107,559 | 63.4% |
Katie Smith Delos Wealth Advisors LLC | 461 | $35,727.5 | $42,582.57 | $6,855.07 | 19.19% |
Richard Slavik Newbridge Financial Services Group Inc. | 175 | $12,402.64 | $16,164.75 | $3,762.11 | 30.33% |
Kurt Van Dyken Lifeworks Advisors LLC | 2,879 | $240,713.19 | $265,933.23 | $25,220.04 | 10.48% |
Rick Hurley Heirloom Wealth Management | 15,183 | $1.25M | $1.38M | $123,893.28 | 9.9% |
Sima Elimelech Activest Wealth Management | 7,078 | $626,686.12 | $641,196.02 | $14,509.9 | 2.32% |
Eddie Wilcox Rollins Financial Advisors LLC | 7,360 | $548,882.64 | $666,742.4 | $117,859.76 | 21.47% |
| WB William Bromley Innova Wealth Partners | 8,758 | $721,921.94 | $793,387.22 | $71,465.28 | 9.9% |
Brian Baylis Bell Investment Advisors Inc. | 191 | $15,744.13 | $17,686.6 | $1,942.47 | 12.34% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 255,873 | $19.93M | $23.6M | $3.67M | 18.41% |