| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kyle P. Smith NewEdge Wealth LLC | 9,241 | $2.35M | $2.66M | $308,994.86 | 13.13% |
Mack, Connie Clarity Financial LLC | 1,023 | $246,363.62 | $295,063.89 | $48,700.27 | 19.77% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 1,278 | $286,208.1 | $366,939.36 | $80,731.26 | 28.21% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 3,421 | $821,154.52 | $988,326.87 | $167,172.35 | 20.36% |
Matt Hunter Heartland Bank & Trust Co. | 4,865 | $1.06M | $1.39M | $334,187.64 | 31.5% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 1,614 | $497,388.67 | $452,436.5 | -$44,952.17 | -9.04% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 10,155 | $2.84M | $2.92M | $86,066.77 | 3.03% |
Kasey Fegan Corsicana & Co. | 64 | $15,306.5 | $18,334.72 | $3,028.22 | 19.78% |
| TCL Therese C.D. Linden Bank of New Hampshire | 13,471 | $2.99M | $3.85M | $857,465.35 | 28.65% |
Joseph Castro Nuveen LLC | 1.59M | $486.42M | $446.29M | -$40.14M | -8.25% |
S. Hardy Taylor Heritage Investment Group Inc. | 2,885 | $732,993.1 | $835,611.4 | $102,618.3 | 14% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 2,746 | $680,970.39 | $787,360.58 | $106,390.19 | 15.62% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 2,169 | $525,276.7 | $620,399.29 | $95,122.59 | 18.11% |
| HFR Herbert F. Reilly III HFR Wealth Management LLC | 47,551 | $9.62M | $13.71M | $4.09M | 42.57% |
Katie Smith Delos Wealth Advisors LLC | 18 | $5,551.2 | $5,159.97 | -$391.23 | -7.05% |
Richard Slavik Newbridge Financial Services Group Inc. | 1,087 | $281,981.99 | $304,707.85 | $22,725.86 | 8.06% |
Kurt Van Dyken Lifeworks Advisors LLC | 18,598 | $4.59M | $5.33M | $732,125 | 15.94% |
| EJL Emery J. Levick US Asset Management LLC | 4,836 | $966,813.12 | $1.38M | $415,920.18 | 43.02% |
Kimberly Cappellano Private Wealth Asset Management LLC | 6,114 | $1.77M | $1.76M | -$19,234.57 | -1.08% |
Sima Elimelech Activest Wealth Management | 192 | $44,307.46 | $53,821.44 | $9,513.98 | 21.47% |