| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YA Yinka Akinsola Blue Trust Inc. | 1,842 | $245,446.5 | $183,334.26 | -$62,112.24 | -25.31% |
Richard Zito Flynn Zito Capital Management LLC | 2,205 | $213,179.4 | $226,277.1 | $13,097.7 | 6.14% |
Jeff Ameen Spire Wealth Management | 56,966 | $4.98M | $5.72M | $743,845.77 | 14.95% |
Kyle P. Smith NewEdge Wealth LLC | 8,986 | $476,522.67 | $892,579.38 | $416,056.71 | 87.31% |
Shawn M. McHugh WealthTrust Asset Management LLC | 4,587 | $473,110.65 | $460,397.19 | -$12,713.46 | -2.69% |
| TSR Ted S. Rich RiverTree Advisors LLC | 13,441 | $1.12M | $1.34M | $215,461.83 | 19.2% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 6,600 | $772,128.85 | $656,898 | -$115,230.85 | -14.92% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 2,131 | $236,105 | $211,927.74 | -$24,177.26 | -10.24% |
Andrew Endelman Independent Wealth Network Inc. | 8,981 | $805,753.11 | $893,878.93 | $88,125.82 | 10.94% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 61,610 | $5.32M | $6.19M | $866,484.74 | 16.29% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 7,352 | $639,795.86 | $731,744.56 | $91,948.7 | 14.37% |
Bill Ryan Manhattan West Asset Management LLC | 1,589 | $211,734.25 | $163,063.18 | -$48,671.07 | -22.99% |
Craig Kurth PCG Wealth Advisors LLC | 58,678 | $4.13M | $6.02M | $1.89M | 45.73% |
Brian Kenney Afg Fiduciary Services Limited Partnership | 8,031 | $550,258.08 | $796,635.04 | $246,376.96 | 44.77% |
| BPF Barnes Pettey Financial Advisors LLC Barnes Pettey Financial Advisors LLC | 24,019 | $2.68M | $2.46M | -$218,356.69 | -8.14% |
Loyd Stegent Stegent Equity Advisors Inc. | 22,834 | $1.47M | $2.29M | $816,945.37 | 55.39% |
| HGL Herbst Group LLC Herbst Group LLC | 3,000 | $354,810 | $298,230 | -$56,580 | -15.95% |
Brian Ramsay Wealthspan Partners LLC | 2,369 | $315,669.25 | $235,786.57 | -$79,882.68 | -25.31% |
Ana-Maria Ignat Covestor Ltd | 46 | $2,208.92 | $4,618.86 | $2,409.94 | 109.1% |
| CB Catherine Bluvol Next Level Private LLC | 234,279 | $18.65M | $24.04M | $5.4M | 28.93% |