| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 4,423 | $524,335.29 | $549,734.67 | $25,399.38 | 4.84% |
Drew Waldron Canvas Wealth Advisors LLC | 1,883 | $219,923.73 | $238,500.78 | $18,577.05 | 8.45% |
Michelle Dubey Yousif Capital Management LLC | 67,083 | $6M | $8.34M | $2.34M | 39.06% |
Daren Blonski Fermata Advisors LLC | 2,230 | $289,743.5 | $282,529.85 | -$7,213.65 | -2.49% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 1,790 | $235,647.41 | $222,640.2 | -$13,007.21 | -5.52% |
Donna Rittershausen Koss-Olinger Consulting LLC | 2,117 | $236,422.62 | $267,334.76 | $30,912.14 | 13.07% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 65,267 | $6.89M | $8.14M | $1.25M | 18.12% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 31 | $2,974.14 | $3,924.29 | $950.15 | 31.95% |
John Nowicki LCM Capital Management Inc. | 2,204 | $243,393.52 | $273,935.16 | $30,541.64 | 12.55% |
Kyle P. Smith NewEdge Wealth LLC | 9,175 | $1.08M | $1.14M | $63,160.49 | 5.85% |
John Ledford FWG Holdings LLC | 2,961 | $271,239.2 | $372,256.92 | $101,017.72 | 37.24% |
Mack, Connie Clarity Financial LLC | 120,109 | $16.43M | $15.1M | -$1.33M | -8.11% |
Jessica Clark Caerus Investment Advisors LLC | 6,540 | $735,772.48 | $828,487.2 | $92,714.72 | 12.6% |
Carrie Delgott Wescott Financial Advisory Group LLC | 1,489 | $203,710.09 | $188,522.29 | -$15,187.8 | -7.46% |
Shawn M. McHugh WealthTrust Asset Management LLC | 1,998 | $261,897.84 | $248,511.24 | -$13,386.6 | -5.11% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 17,388 | $1.6M | $2.17M | $563,536.22 | 35.14% |
Kasey Fegan Corsicana & Co. | 555 | $46,947.45 | $70,335.15 | $23,387.7 | 49.82% |
| YL Yosef Levy Y.D. More Investments Ltd. | 13 | $1,331.98 | $1,644.56 | $312.58 | 23.47% |
| TCL Therese C.D. Linden Bank of New Hampshire | 205 | $22,400.35 | $25,942.75 | $3,542.4 | 15.81% |
Joseph Castro Nuveen LLC | 5.73M | $630.61M | $712.16M | $81.55M | 12.93% |