| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 227 | $57,584.81 | $69,028.43 | $11,443.62 | 19.87% |
Michelle Dubey Yousif Capital Management LLC | 7,701 | $1.71M | $2.34M | $635,542.26 | 37.25% |
Kyle P. Smith NewEdge Wealth LLC | 1,145 | $288,036.2 | $345,641.15 | $57,604.95 | 20% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 4,294 | $1.1M | $1.29M | $193,901.85 | 17.68% |
Jessica Clark Caerus Investment Advisors LLC | 1,266 | $318,474.96 | $379,141.68 | $60,666.72 | 19.05% |
Ben Rothwell Keystone Financial Services | 972 | $191,733.84 | $297,198.72 | $105,464.88 | 55.01% |
Matthew Fong Seldon Capita LLP | 72,839 | $18.32M | $21.93M | $3.61M | 19.71% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 8,699 | $2.45M | $2.63M | $171,733.99 | 7% |
| YL Yosef Levy Y.D. More Investments Ltd. | 190 | $47,796 | $56,898.46 | $9,102.46 | 19.04% |
Joseph Castro Nuveen LLC | 536,568 | $135.07M | $161.73M | $26.65M | 19.73% |
| HP Hannah Perry Crestmont Private Wealth LLC | 3,490 | $732,647.39 | $1.06M | $326,218.61 | 44.53% |
Kurt Van Dyken Lifeworks Advisors LLC | 16,479 | $4.11M | $4.94M | $825,838.03 | 20.09% |
Sima Elimelech Activest Wealth Management | 156 | $37,900.2 | $47,019.96 | $9,119.76 | 24.06% |
Robert Tutela Essex LLC | 4,997 | $1.01M | $1.5M | $490,564.81 | 48.39% |
Brian Baylis Bell Investment Advisors Inc. | 72 | $16,513.75 | $21,894.48 | $5,380.73 | 32.58% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 1,507 | $435,221.58 | $453,682.35 | $18,460.77 | 4.24% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 6,006 | $1.24M | $1.83M | $583,362.78 | 46.93% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 7,904 | $2.1M | $2.42M | $315,864.47 | 15.01% |
Bobby Adusumilli SJS Investment Consulting Inc. | 302 | $76,629.63 | $91,835.18 | $15,205.55 | 19.84% |
Kea Molnar Cromwell Holdings LLC | 286 | $63,082.73 | $86,170.37 | $23,087.64 | 36.6% |