| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 17,885 | $1.94M | $2.08M | $139,046.35 | 7.18% |
Jason Kaplan Howard Capital Management Group LLC | 33,312 | $2.83M | $3.87M | $1.04M | 36.65% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 14,548 | $1.53M | $1.69M | $156,025.54 | 10.18% |
Kyle P. Smith NewEdge Wealth LLC | 14,047 | $1.42M | $1.68M | $260,412.98 | 18.31% |
Mack, Connie Clarity Financial LLC | 114,884 | $10.41M | $13.34M | $2.93M | 28.12% |
| KCM Kennicott Capital Management LLC Kennicott Capital Management LLC | 36,687 | $3.12M | $4.26M | $1.14M | 36.68% |
Erica Nortman Capitol Family Office Inc. | 13,449 | $1.49M | $1.56M | $75,418.51 | 5.08% |
John Mezzasalma Mezzasalma Advisors LLC | 1,708 | $200,314.24 | $204,635.48 | $4,321.24 | 2.16% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 2,313 | $275,956.77 | $268,516.16 | -$7,440.61 | -2.7% |
Kasey Fegan Corsicana & Co. | 11,530 | $1.19M | $1.34M | $145,052.25 | 12.15% |
| YL Yosef Levy Y.D. More Investments Ltd. | 1,760 | $189,836.17 | $204,318.39 | $14,482.22 | 7.63% |
Joseph Castro Nuveen LLC | 4,301 | $504,422 | $514,700.67 | $10,278.67 | 2.04% |
Beatriz Gutierrez Junco CV Advisors LLC | 26,000 | $3.12M | $3.02M | -$96,966.98 | -3.11% |
Mark Hansen Hansen & Associates Financial Group Inc. | 23,238 | $2.77M | $2.7M | -$71,729.7 | -2.59% |
Hannah Tackett Penobscot Wealth Management | 2,931 | $250,563.1 | $340,259.78 | $89,696.68 | 35.8% |
Richard Slavik Newbridge Financial Services Group Inc. | 1,437 | $146,453.48 | $169,867.77 | $23,414.29 | 15.99% |
| BO Brian Oliveira Clear Street Group Inc. | 7,234 | $850,363.92 | $852,816.26 | $2,452.34 | 0.29% |
Kimberly Cappellano Private Wealth Asset Management LLC | 1,680 | $187,937.46 | $201,045.6 | $13,108.14 | 6.97% |
Sima Elimelech Activest Wealth Management | 40 | $4,359.2 | $4,643.6 | $284.4 | 6.52% |
Eddie Wilcox Rollins Financial Advisors LLC | 3,480 | $311,184.02 | $403,993.19 | $92,809.17 | 29.82% |