| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Drew Waldron Canvas Wealth Advisors LLC | 1,604 | $496,546.78 | $507,577.78 | $11,031 | 2.22% |
Michelle Dubey Yousif Capital Management LLC | 55,556 | $9.06M | $17.44M | $8.38M | 92.56% |
Cole Holmlund Alaethes Wealth LLC | 4,827 | $1.78M | $1.52M | -$263,736.75 | -14.81% |
Jason Kaplan Howard Capital Management Group LLC | 6,976 | $1.01M | $2.19M | $1.18M | 117.34% |
Rajesh Chelapurath Ceera Investments LLC | 20,598 | $3.09M | $6.47M | $3.39M | 109.78% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 1,691 | $309,929.39 | $531,261.47 | $221,332.08 | 71.41% |
Jennifer Easley Gitterman Wealth Management LLC | 1,161 | $171,851.96 | $368,855.5 | $197,003.54 | 114.64% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 16,122 | $2.89M | $5.02M | $2.13M | 73.81% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 38,441 | $7.11M | $12.21M | $5.09M | 71.63% |
Kyle P. Smith NewEdge Wealth LLC | 24,186 | $8.06M | $7.59M | -$471,901.84 | -5.85% |
John Ledford FWG Holdings LLC | 910 | $213,843.59 | $289,111.55 | $75,267.96 | 35.2% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 27,172 | $9.14M | $8.62M | -$522,963.79 | -5.72% |
Derek Batts Union Heritage Capital LLC | 9,968 | $1.58M | $3.1M | $1.52M | 96.3% |
Jessica Clark Caerus Investment Advisors LLC | 1,019 | $176,707.76 | $321,020.66 | $144,312.9 | 81.67% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 854 | $146,315.66 | $267,805.86 | $121,490.2 | 83.03% |
| CAL CSM Advisors LLC CSM Advisors LLC | 1,507 | $447,462.35 | $473,582.28 | $26,119.93 | 5.84% |
Matt Hunter Heartland Bank & Trust Co. | 3,527 | $1.17M | $1.12M | -$52,122.04 | -4.44% |
Shad Lamm Keystone Wealth Services LLC | 1,884 | $514,197.34 | $593,525.94 | $79,328.6 | 15.43% |
Dipen Mehta Invst LLC | 3,958 | $701,550.03 | $1.25M | $544,487.74 | 77.61% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 5,429 | $1.55M | $1.7M | $152,386.08 | 9.82% |