| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Puryear Westwood Wealth Management | 12,667 | $2.48M | $6.12M | $3.65M | 147.38% |
Donna Rittershausen Koss-Olinger Consulting LLC | 390 | $226,554.89 | $188,557.2 | -$37,997.69 | -16.77% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 23,358 | $3.83M | $11.12M | $7.29M | 190.37% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 598 | $190,446.33 | $289,121.05 | $98,674.72 | 51.81% |
John Nowicki LCM Capital Management Inc. | 9,338 | $1.39M | $4.45M | $3.06M | 220.98% |
Kyle P. Smith NewEdge Wealth LLC | 20,907 | $6.28M | $10.11M | $3.83M | 60.96% |
John Ledford FWG Holdings LLC | 3,459 | $616,309.95 | $1.65M | $1.03M | 167.24% |
Mack, Connie Clarity Financial LLC | 1,214 | $168,013.79 | $578,046.09 | $410,032.3 | 244.05% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 2,686 | $403,248.99 | $1.28M | $875,689.88 | 217.16% |
Matthew Carney Nfj Investment Group LLC | 191,998 | $21.74M | $91.42M | $69.68M | 320.54% |
Jessica Clark Caerus Investment Advisors LLC | 2,371 | $393,711.5 | $1.13M | $735,240.13 | 186.75% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 2,235 | $404,947.89 | $1.06M | $659,247.34 | 162.8% |
| CAL CSM Advisors LLC CSM Advisors LLC | 65,758 | $12.84M | $31.31M | $18.47M | 143.82% |
| GAG Goodman Advisory Group LLC Goodman Advisory Group LLC | 812 | $165,721.66 | $386,633.79 | $220,912.13 | 133.3% |
John Mezzasalma Mezzasalma Advisors LLC | 12,077 | $7.02M | $5.84M | -$1.18M | -16.77% |
Matt Hunter Heartland Bank & Trust Co. | 11,545 | $1.33M | $5.5M | $4.17M | 313.12% |
Shad Lamm Keystone Wealth Services LLC | 10,911 | $1.89M | $5.66M | $3.77M | 199.47% |
Dipen Mehta Invst LLC | 1,582 | $169,482.29 | $753,269.28 | $583,786.99 | 344.45% |
Shawn M. McHugh WealthTrust Asset Management LLC | 655 | $380,496.03 | $311,878.24 | -$68,617.79 | -18.03% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 1,000 | $214,160 | $476,149.99 | $261,989.99 | 122.33% |