| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 3,442 | $41,123.48 | $70,182.38 | $29,058.9 | 70.66% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 71,124 | $1.99M | $1.38M | -$610,482.69 | -30.62% |
Kyle P. Smith NewEdge Wealth LLC | 14,500 | $86,630.8 | $286,737.5 | $200,106.7 | 230.99% |
John Ledford FWG Holdings LLC | 27,695 | $635,323.3 | $550,853.55 | -$84,469.75 | -13.3% |
Mack, Connie Clarity Financial LLC | 282,075 | $10.52M | $5.61M | -$4.91M | -46.68% |
Joseph Castro Nuveen LLC | 362,936 | $8.41M | $7.38M | -$1.04M | -12.32% |
Katie Smith Delos Wealth Advisors LLC | 167 | $1,681.69 | $3,099.52 | $1,417.83 | 84.31% |
Richard Slavik Newbridge Financial Services Group Inc. | 3,603 | $85,600.11 | $73,230.97 | -$12,369.14 | -14.45% |
Kimberly Cappellano Private Wealth Asset Management LLC | 5,000 | $28,100 | $95,825 | $67,725 | 241.01% |
Sima Elimelech Activest Wealth Management | 13,000 | $404,320 | $264,225 | -$140,095 | -34.65% |
Brian Baylis Bell Investment Advisors Inc. | 187 | $1,883.09 | $3,812.93 | $1,929.84 | 102.48% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 17,821 | $443,982.4 | $363,370.19 | -$80,612.21 | -18.16% |
Bobby Adusumilli SJS Investment Consulting Inc. | 3,598 | $83,431.72 | $73,363.22 | -$10,068.5 | -12.07% |
Kea Molnar Cromwell Holdings LLC | 54 | $2,014 | $1,054.62 | -$959.38 | -47.64% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 220,700 | $8.23M | $4.07M | -$4.17M | -50.62% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 6,003 | $223,912 | $116,668.3 | -$107,243.7 | -47.9% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 7,300 | $272,290 | $148,847 | -$123,443 | -45.34% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,194 | $58,176.31 | $44,593.05 | -$13,583.26 | -23.35% |
Justin Fulmer Shelton Wealth Management LLC | 9,591 | $222,564.5 | $173,117.54 | -$49,446.96 | -22.22% |
| WKS White Knight Strategic Wealth Advisors LLC White Knight Strategic Wealth Advisors LLC | 27,481 | $645,897.94 | $547,558.92 | -$98,339.02 | -15.23% |