| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Austin Private Wealth Austin Private Wealth LLC | 620 | $638,072.79 | $678,444.3 | $40,371.51 | 6.33% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 227 | $235,349.48 | $248,326.65 | $12,977.17 | 5.51% |
Daniel Russell Naviter Wealth LLC | 331 | $352,905.49 | $362,097.45 | $9,191.96 | 2.6% |
| YA Yinka Akinsola Blue Trust Inc. | 1,185 | $1.17M | $1.3M | $136,380.3 | 11.7% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 4,934 | $4.95M | $5.42M | $472,036.74 | 9.54% |
Jeff Ameen Spire Wealth Management | 1,392 | $1.42M | $1.43M | $6,701.78 | 0.47% |
| DW Drew Waldron Canvas Wealth Advisors LLC | 236 | $248,089.48 | $258,268.96 | $10,179.48 | 4.1% |
| MD Michelle Dubey Yousif Capital Management LLC | 15,956 | $16.32M | $17.45M | $1.13M | 6.92% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 4,300 | $4.42M | $4.72M | $309,409.78 | 7.01% |
Kyle P. Smith NewEdge Wealth LLC | 7,056 | $7.4M | $7.75M | $355,097.42 | 4.8% |
Mack, Connie Clarity Financial LLC | 18,407 | $20.33M | $20.23M | -$102,424.25 | -0.5% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 282 | $293,875.4 | $309,884.16 | $16,008.76 | 5.45% |
| GAG Goodman Advisory Group LLC Goodman Advisory Group LLC | 8 | $9,326.96 | $8,791.04 | -$535.92 | -5.75% |
Carrie Delgott Wescott Financial Advisory Group LLC | 211 | $225,841.74 | $231,863.68 | $6,021.94 | 2.67% |
Matt Hunter Heartland Bank & Trust Co. | 1,860 | $1.88M | $2.04M | $167,254.53 | 8.91% |
| DM Dipen Mehta Invst LLC | 1,206 | $1.24M | $1.33M | $92,608.52 | 7.49% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 3,662 | $3.69M | $4.04M | $344,687.53 | 9.34% |
| YL Yosef Levy Y.D. More Investments Ltd. | 114 | $120,481.37 | $125,641.68 | $5,160.31 | 4.28% |
| TCL Therese C.D. Linden Bank of New Hampshire | 414 | $391,842.72 | $443,712.78 | $51,870.06 | 13.24% |
Joseph Castro Nuveen LLC | 761,347 | $755.33M | $837.88M | $82.55M | 10.93% |