| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joseph Castro Nuveen LLC | 156,838 | $5.72M | $5.63M | -$92,409.33 | -1.61% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 6,706 | $212,043.72 | $226,059.26 | $14,015.54 | 6.61% |
Candace Cavalier Congress Wealth Management LLC / DE / | 247,317 | $7.28M | $8.34M | $1.06M | 14.52% |
Marc White Clarendon Private LLC | 131,970 | $4.06M | $4.45M | $391,876.12 | 9.66% |
Staci Compagno Portside Wealth Group, LLC | 24,711 | $758,874.88 | $833,007.81 | $74,132.93 | 9.77% |
Norden Group LLC NORDEN GROUP LLC | 16,238 | $486,117.27 | $547,382.98 | $61,265.71 | 12.6% |
Christopher C. Powers Farther Finance Advisors, LLC | 7,300 | $266,377 | $246,083 | -$20,294 | -7.62% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 6,039 | $179,148.1 | $203,574.69 | $24,426.59 | 13.63% |
Janice M. Powell Diversify Advisory Services, LLC | 23,787 | $809,542 | $854,148.35 | $44,606.35 | 5.51% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 23,787 | $752,311.37 | $801,859.77 | $49,548.4 | 6.59% |
Matthew D. Copley Copley Financial Group Inc. | 5,815 | $212,189 | $208,763.15 | -$3,425.85 | -1.61% |
| AS Aryn Sands GK Wealth Management LLC | 19,965 | $728,524 | $673,020.15 | -$55,503.85 | -7.62% |
| GWM Gibbs Wealth Management Gibbs Wealth Management | 61,885 | $1.79M | $2.09M | $297,365.85 | 16.62% |