| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Puryear Westwood Wealth Management | 220 | $219,214.6 | $207,774.6 | -$11,440 | -5.22% |
Jennifer Easley Gitterman Wealth Management LLC | 378 | $189,566.08 | $356,994.54 | $167,428.46 | 88.32% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 10,525 | $8.16M | $9.94M | $1.78M | 21.81% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 11,910 | $5.33M | $11.25M | $5.92M | 110.99% |
John Nowicki LCM Capital Management Inc. | 2,028 | $952,921.44 | $1.92M | $962,382.6 | 100.99% |
Kyle P. Smith NewEdge Wealth LLC | 35,420 | $26.39M | $33.46M | $7.07M | 26.81% |
John Ledford FWG Holdings LLC | 244 | $200,614.61 | $230,440.92 | $29,826.31 | 14.87% |
Mack, Connie Clarity Financial LLC | 52,658 | $39.83M | $49.73M | $9.9M | 24.85% |
Jonathan Guyton Cornerstone Wealth Advisors Inc. | 276 | $234,877.14 | $260,662.68 | $25,785.54 | 10.98% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 1,195 | $944,968.54 | $1.13M | $183,625.31 | 19.43% |
Derek Batts Union Heritage Capital LLC | 1,800 | $1.7M | $1.7M | -$2,430 | -0.14% |
Matthew Carney Nfj Investment Group LLC | 10,199 | $5.31M | $9.63M | $4.32M | 81.34% |
| CAL CSM Advisors LLC CSM Advisors LLC | 15,097 | $14.75M | $14.26M | -$488,907.11 | -3.31% |
| GAG Goodman Advisory Group LLC Goodman Advisory Group LLC | 419 | $396,281.82 | $395,827.2 | -$454.62 | -0.11% |
Carrie Delgott Wescott Financial Advisory Group LLC | 1,375 | $1.19M | $1.3M | $113,363.24 | 9.56% |
John Mezzasalma Mezzasalma Advisors LLC | 5,985 | $4.78M | $5.65M | $873,596.93 | 18.27% |
Matt Hunter Heartland Bank & Trust Co. | 1,681 | $1.14M | $1.59M | $445,643.9 | 39.01% |
Shad Lamm Keystone Wealth Services LLC | 7,675 | $6.29M | $7.25M | $957,164.42 | 15.21% |
Dipen Mehta Invst LLC | 1,994 | $1.05M | $1.88M | $832,078.98 | 79.08% |
Matthew Fong Seldon Capita LLP | 238 | $202,297.62 | $224,837.41 | $22,539.79 | 11.14% |