| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin B. Crawford JB Capital LLC | 665 | $409,686.04 | $628,837.3 | $219,151.26 | 53.49% |
Richard Slavik Newbridge Financial Services Group Inc. | 3,725 | $3.57M | $3.53M | -$47,122.08 | -1.32% |
Jeffrey Dominguez Dominguez Wealth Management Solutions Inc. | 1,043 | $606,654.35 | $988,680.54 | $382,026.19 | 62.97% |
| BO Brian Oliveira Clear Street Group Inc. | 9,471 | $8.53M | $8.96M | $425,536.56 | 4.99% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 6,160 | $3.47M | $5.83M | $2.37M | 68.21% |
Kurt Van Dyken Lifeworks Advisors LLC | 913 | $533,343.88 | $863,351.06 | $330,007.18 | 61.88% |
Adam J. Peck Riverwater Partners LLC | 847 | $683,184.08 | $800,601.34 | $117,417.26 | 17.19% |
Rick Hurley Heirloom Wealth Management | 1,358 | $909,565.49 | $1.28M | $374,586.47 | 41.18% |
Kimberly Cappellano Private Wealth Asset Management LLC | 451 | $423,385.57 | $427,015.82 | $3,630.25 | 0.86% |
Sima Elimelech Activest Wealth Management | 314 | $292,630.19 | $297,301.48 | $4,671.29 | 1.6% |
Jodi Greenlund Financial Council LLC | 357 | $241,379.63 | $338,139.44 | $96,759.81 | 40.09% |
Eddie Wilcox Rollins Financial Advisors LLC | 1,619 | $1.19M | $1.53M | $342,932.35 | 28.8% |
Christina Forster Pazienza Guardian Partners Inc. | 10,111 | $9.46M | $9.57M | $108,378.7 | 1.15% |
| RWA Roberts Wealth Advisors LLC Roberts Wealth Advisors LLC | 5,205 | $3.84M | $4.93M | $1.09M | 28.49% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 2,802 | $1.78M | $2.65M | $875,643.47 | 49.27% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 399 | $374,296.81 | $377,781.18 | $3,484.37 | 0.93% |
| EW Enzi Wealth Enzi Wealth | 751 | $372,011.07 | $711,061.82 | $339,050.75 | 91.14% |
Brian G. Wade Ardent Capital Management Inc. | 6,710 | $4.47M | $6.35M | $1.88M | 42.06% |
| WB William Bromley Innova Wealth Partners | 534 | $466,910.1 | $505,601.88 | $38,691.78 | 8.29% |
Robert Tutela Essex LLC | 760 | $559,956.27 | $719,583.2 | $159,626.93 | 28.51% |