| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 917 | $230,195.94 | $231,450.8 | $1,254.86 | 0.55% |
Michelle Dubey Yousif Capital Management LLC | 12,681 | $2.61M | $3.2M | $586,972.38 | 22.46% |
Jason Kaplan Howard Capital Management Group LLC | 138,973 | $23.81M | $33.6M | $9.79M | 41.1% |
Jennifer Easley Gitterman Wealth Management LLC | 1,362 | $394,455.25 | $329,290.74 | -$65,164.51 | -16.52% |
Kyle P. Smith NewEdge Wealth LLC | 1,046 | $283,977.7 | $262,598.3 | -$21,379.4 | -7.53% |
Matt Hunter Heartland Bank & Trust Co. | 1,018 | $277,201.4 | $246,121.86 | -$31,079.54 | -11.21% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 700 | $174,948 | $169,239 | -$5,709 | -3.26% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 3,739 | $958,458.08 | $937,572.94 | -$20,885.14 | -2.18% |
| YL Yosef Levy Y.D. More Investments Ltd. | 4,728 | $1.35M | $1.14M | -$207,604.98 | -15.37% |
Joseph Castro Nuveen LLC | 392,455 | $94.25M | $94.88M | $630,331.53 | 0.67% |
Michael P. O'Donnell Atlas FRM LLC | 5,000 | $1.48M | $1.24M | -$230,600 | -15.63% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 101 | $17,327.56 | $24,418.77 | $7,091.21 | 40.92% |
Kimberly Cappellano Private Wealth Asset Management LLC | 640 | $149,311.82 | $159,350.4 | $10,038.58 | 6.72% |
Sima Elimelech Activest Wealth Management | 3 | $885.03 | $754.54 | -$130.49 | -14.74% |
| BFI BROGAN FINANCIAL Inc. BROGAN FINANCIAL Inc. | 1,103 | $198,253.39 | $275,810.66 | $77,557.27 | 39.12% |
Brian Baylis Bell Investment Advisors Inc. | 23 | $4,511.95 | $5,805.2 | $1,293.25 | 28.66% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 1.35M | $264.39M | $340.41M | $76.02M | 28.75% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1 | $295.01 | $250.02 | -$44.99 | -15.25% |
| JB John Brim Smith Group Asset Management LLC | 2,000 | $514,460 | $487,079.98 | -$27,380.02 | -5.32% |
| AB Andrew Blass Atlantic Private Wealth LLC | 100 | $25,077.79 | $24,177 | -$900.79 | -3.59% |