| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Winthrop Advisory Group Winthrop Advisory Group LLC | 3,184 | $202,386.97 | $400,642.72 | $198,255.75 | 97.96% |
Austin Private Wealth Austin Private Wealth LLC | 2,898 | $193,577.98 | $363,003.48 | $169,425.5 | 87.52% |
SkyOak Wealth SkyOak Wealth LLC | 1,585 | $184,953.65 | $198,798.62 | $13,844.97 | 7.49% |
Asio Capital Asio Capital LLC | 83,183 | $6.43M | $10.24M | $3.81M | 59.16% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 6,096 | $700,068.75 | $753,800.88 | $53,732.13 | 7.68% |
Daniel Russell Naviter Wealth LLC | 40,689 | $2.89M | $5.09M | $2.2M | 76.11% |
| YA Yinka Akinsola Blue Trust Inc. | 20,653 | $2.15M | $2.54M | $395,733.86 | 18.42% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 44,716 | $3.21M | $5.53M | $2.32M | 72.12% |
Richard Zito Flynn Zito Capital Management LLC | 3,261 | $170,182.48 | $412,581.72 | $242,399.24 | 142.43% |
Jeff Ameen Spire Wealth Management | 16,007 | $1.18M | $1.97M | $787,110.29 | 66.43% |
Drew Waldron Canvas Wealth Advisors LLC | 2,000 | $279,920.02 | $250,850 | -$29,070.02 | -10.39% |
Michelle Dubey Yousif Capital Management LLC | 196,365 | $11.57M | $24.19M | $12.62M | 109.15% |
Daren Blonski Fermata Advisors LLC | 3,070 | $420,213.78 | $384,517.5 | -$35,696.28 | -8.49% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 8,848 | $1.12M | $1.08M | -$37,934.76 | -3.38% |
Kyle P. Smith NewEdge Wealth LLC | 29,836 | $2.82M | $3.67M | $850,253.38 | 30.17% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 7,963 | $719,933.87 | $1M | $281,811.53 | 39.14% |
Matthew Carney Nfj Investment Group LLC | 119,762 | $5.31M | $15.16M | $9.85M | 185.39% |
Jessica Clark Caerus Investment Advisors LLC | 5,941 | $645,090.84 | $742,535.88 | $97,445.04 | 15.11% |
| CAL CSM Advisors LLC CSM Advisors LLC | 338,868 | $29.84M | $42.06M | $12.22M | 40.96% |
Ben Rothwell Keystone Financial Services | 2,011 | $171,176.32 | $254,451.83 | $83,275.51 | 48.65% |